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Chapman Financial Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Chapman Financial Group’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 		$141K Sell
1,702
-2
-0.1% -$159 0.09% 143
2026
Q1 		$116K Sell
1,704
-1,146
-40% -$82.9K 0.08% 151
2025
Q4 		$211K Buy
2,850
+2,346
+465% +$173K 0.14% 124
2025
Q3 		$36.4K Buy
+504
New +$34.9K 0.03% 188

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

Chapman Financial Group's VOOG Position: Q2 2026 in Review

Chapman Financial Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.12% in Q2 2026, selling an estimated $159 and leaving 1,702 shares worth $141K. The position accounts for 0.09% of the portfolio, ranked #143.

Chapman Financial Group first reported a position in VOOG in Q3 2025 and has held it in 4 quarters since. The position peaked at $211K in Q4 2025. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Chapman Financial Group held 1,702 shares of Vanguard S&P 500 Growth ETF worth $141K as of Q2 2026.
  • Chapman Financial Group sold 2 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $159.
  • Vanguard S&P 500 Growth ETF made up 0.09% of Chapman Financial Group's portfolio in Q2 2026, its #143 holding.
  • Chapman Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Chapman Financial Group's Vanguard S&P 500 Growth ETF position peaked at $211K in Q4 2025.
  • 751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.