Cassady Schiller Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Cassady Schiller Wealth Management’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$49.1K	Hold	804	–	–	0.02%	205
2024 Q3	$46.4K	Hold	804	–	–	0.02%	205
2024 Q2	$44.8K	Hold	804	–	–	0.02%	206
2024 Q1	$40.9K	Hold	804	–	–	0.02%	228
2023 Q4	$36.4K	Hold	804	–	–	0.02%	225
2023 Q3	$33.1K	Hold	804	–	–	0.02%	226
2023 Q2	$34.1K	Hold	804	–	–	0.02%	230
2023 Q1	$30.9K	Hold	804	–	–	0.01%	236
2022 Q4	$28.3K	Sell	804 -5,442	-87%	-$196K	0.02%	243
2022 Q3	$217K	Buy	+6,246	New	+$244K	0.13%	97

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Cassady Schiller Wealth Management's VOOG Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q4 2024 at 804 shares worth $49.1K. The position accounts for 0.02% of the portfolio, ranked #205.

Cassady Schiller Wealth Management first reported a position in VOOG in Q3 2022 and has held it in 10 quarters since. The position peaked at $217K in Q3 2022. 576 funds tracked by Wall St. Rank hold VOOG as of Q4 2024.

Cassady Schiller Wealth Management held 804 shares of Vanguard S&P 500 Growth ETF worth $49.1K as of Q4 2024.
Cassady Schiller Wealth Management left its Vanguard S&P 500 Growth ETF share count unchanged in Q4 2024.
Vanguard S&P 500 Growth ETF made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #205 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2022 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $217K in Q3 2022.
576 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.