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Center for Financial Planning’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Center for Financial Planning’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 		$2.98K Buy
+36
New +$2.86K ﹤0.01% 568
2025
Q4 		– Sell
-1,212
Closed -$88K – 734
2025
Q3 		$88K Buy
+1,212
New +$83.8K 0.01% 239

Other funds holding VOOG

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
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Center for Financial Planning's VOOG Position: Q2 2026 in Review

Center for Financial Planning opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 36 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Center for Financial Planning previously reported a position in VOOG as recently as Q3 2025.

Center for Financial Planning first reported a position in VOOG in Q3 2025 and has held it in 2 quarters since. The position peaked at $88K in Q3 2025. 496 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Center for Financial Planning held 36 shares of Vanguard S&P 500 Growth ETF worth $2.98K as of Q2 2026.
  • Vanguard S&P 500 Growth ETF was a new Center for Financial Planning position in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #568 holding.
  • Center for Financial Planning first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • Center for Financial Planning's Vanguard S&P 500 Growth ETF position peaked at $88K in Q3 2025.
  • 496 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.