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CDM Financial Counseling Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

CDM Financial Counseling Services’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
2026
Q2 		$230K Buy
+2,780
New +$221K 0.2% 74
2026
Q1 		– Sell
-2,700
Closed -$200K – 83
2025
Q4 		$200K Buy
+2,700
New +$199K 0.19% 81

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CDM Financial Counseling Services's VOOG Position: Q2 2026 in Review

CDM Financial Counseling Services opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 2,780 shares worth $230K. The stake represents 0.2% of the portfolio and ranks #74 among its holdings. This is a return to the name: CDM Financial Counseling Services previously reported a position in VOOG as recently as Q4 2025.

CDM Financial Counseling Services first reported a position in VOOG in Q4 2025 and has held it in 2 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • CDM Financial Counseling Services held 2,780 shares of Vanguard S&P 500 Growth ETF worth $230K as of Q2 2026.
  • Vanguard S&P 500 Growth ETF was a new CDM Financial Counseling Services position in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up 0.2% of CDM Financial Counseling Services's portfolio in Q2 2026, its #74 holding.
  • CDM Financial Counseling Services first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.