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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Chapman Financial Group's VOOG Position: Q1 2026 in Review

Chapman Financial Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 40% in Q1 2026, selling an estimated $82.9K and leaving 1,704 shares worth $116K. The position accounts for 0.08% of the portfolio, ranked #151.

Chapman Financial Group first reported a position in VOOG in Q3 2025 and has held it in 3 quarters since. The position peaked at $211K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Chapman Financial Group held 1,704 shares of Vanguard S&P 500 Growth ETF worth $116K as of Q1 2026.
  • Chapman Financial Group sold 1,146 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $82.9K.
  • Vanguard S&P 500 Growth ETF made up 0.08% of Chapman Financial Group's portfolio in Q1 2026, its #151 holding.
  • Chapman Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Chapman Financial Group's Vanguard S&P 500 Growth ETF position peaked at $211K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.