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Cetera Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Cetera Advisors’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
Q1 		$18M Buy
354,078
+203,586
+135% +$9.83M 0.14% 137
2023
Q4 		$6.79M Buy
150,492
+1,404
+0.9% +$60.1K 0.09% 208
2023
Q3 		$6.13M Buy
149,088
+534
+0.4% +$22.7K 0.1% 217
2023
Q2 		$6.29M Buy
148,554
+672
+0.5% +$26.7K 0.1% 207
2023
Q1 		$5.68M Buy
147,882
+1,182
+0.8% +$43.4K 0.09% 221
2022
Q4 		$5.16M Buy
146,700
+8,226
+6% +$297K 0.09% 224
2022
Q3 		$4.81M Buy
138,474
+366
+0.3% +$14.3K 0.13% 178
2022
Q2 		$5.01M Buy
138,108
+4,200
+3% +$167K 0.11% 182
2022
Q1 		$6.15M Sell
133,908
-10,032
-7% -$453K 0.12% 166
2021
Q4 		$7.24M Buy
143,940
+708
+0.5% +$34.3K 0.15% 140
2021
Q3 		$6.37M Buy
143,232
+120
+0.1% +$5.5K 0.12% 174
2021
Q2 		$6.26M Buy
143,112
+840
+0.6% +$35K 0.15% 144
2021
Q1 		$5.57M Sell
142,272
-6,720
-5% -$261K 0.15% 139
2020
Q4 		$5.71M Sell
148,992
-360
-0.2% -$13.1K 0.18% 113
2020
Q3 		$5.19M Buy
149,352
+3,450
+2% +$117K 0.2% 108
2020
Q2 		$4.54M Buy
145,902
+600
+0.4% +$17.3K 0.19% 115
2020
Q1 		$3.6M Buy
145,302
+11,406
+9% +$324K 0.19% 116
2019
Q4 		$3.89M Buy
133,896
+582
+0.4% +$16.2K 0.17% 132
2019
Q3 		$3.59M Buy
133,314
+8,226
+7% +$223K 0.16% 134
2019
Q2 		$3.36M Sell
125,088
-600
-0.5% -$15.8K 0.15% 143
2019
Q1 		$3.24M Buy
125,688
+1,560
+1% +$38.2K 0.16% 137
2018
Q4 		$2.79M Buy
124,128
+408
+0.3% +$9.86K 0.16% 135
2018
Q3 		$3.28M Buy
123,720
+21,600
+21% +$555K 0.16% 141
2018
Q2 		$2.48M Hold
102,120
– – 0.14% 158
2018
Q1 		$2.37M Buy
+102,120
New +$2.44M 0.14% 159
2017
Q4 		– Sell
-102,120
Closed -$2.19M – 862
2017
Q3 		$2.19M Hold
102,120
– – 0.13% 168
2017
Q2 		$2.09M Hold
102,120
– – 0.13% 168
2017
Q1 		$2.01M Buy
+102,120
New +$1.96M 0.13% 168

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisors's VOOG Position: Q1 2024 in Review

Cetera Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 135% in Q1 2024, buying an estimated $9.83M and bringing the position to 354,078 shares worth $18M. The position accounts for 0.14% of the portfolio, ranked #137.

Cetera Advisors first reported a position in VOOG in Q1 2017 and has held it in 28 quarters since. 438 funds tracked by Wall St. Rank hold VOOG as of Q1 2024.

  • Cetera Advisors held 354,078 shares of Vanguard S&P 500 Growth ETF worth $18M as of Q1 2024.
  • Cetera Advisors bought 203,586 Vanguard S&P 500 Growth ETF shares in Q1 2024, an estimated $9.83M.
  • Vanguard S&P 500 Growth ETF made up 0.14% of Cetera Advisors's portfolio in Q1 2024, its #137 holding.
  • Cetera Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q1 2017 and has held it in 28 quarters since.
  • 438 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.