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

Centricity 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
2025
Q2 		$4.04M Buy
61,098
+1,662
+3% +$98.9K 3.23% 7
2025
Q1 		$3.31M Buy
59,436
+8,130
+16% +$493K 3.01% 8
2024
Q4 		$3.13M Buy
+51,306
New +$3.08M 2.92% 7

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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Centricity Wealth Management's VOOG Position: Q2 2025 in Review

Centricity Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 2.8% in Q2 2025, buying an estimated $98.9K and bringing the position to 61,098 shares worth $4.04M. The position accounts for 3.23% of the portfolio, ranked #7.

Centricity Wealth Management first reported a position in VOOG in Q4 2024 and has held it in 3 quarters since. 616 funds tracked by Wall St. Rank hold VOOG as of Q2 2025.

  • Centricity Wealth Management held 61,098 shares of Vanguard S&P 500 Growth ETF worth $4.04M as of Q2 2025.
  • Centricity Wealth Management bought 1,662 Vanguard S&P 500 Growth ETF shares in Q2 2025, an estimated $98.9K.
  • Vanguard S&P 500 Growth ETF made up 3.23% of Centricity Wealth Management's portfolio in Q2 2025, its #7 holding.
  • Centricity Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 616 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.