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

Cherrydale 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
2026 Q2	$1.19M	Buy	14,367 +15	+0.1%	+$1.19K	0.31%	28
2026 Q1	$975K	Buy	14,352 +18	+0.1%	+$1.3K	0.3%	28
2025 Q4	$1.06M	Buy	14,334 +24	+0.2%	+$1.77K	0.32%	29
2025 Q3	$1.04M	Buy	14,310 +96	+0.7%	+$6.64K	0.33%	31
2025 Q2	$940K	Buy	+14,214	New	+$846K	0.33%	30
2023 Q1	–	Sell	-10,086	Closed	-$355K	–	39
2022 Q4	$355K	Sell	10,086 -11,442	-53%	-$413K	0.29%	22
2022 Q3	$748K	Hold	21,528	–	–	0.69%	16
2022 Q2	$780K	Buy	+21,528	New	+$857K	0.72%	16

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cherrydale Wealth Management's VOOG Position: Q2 2026 in Review

Cherrydale Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.1% in Q2 2026, buying an estimated $1.19K and bringing the position to 14,367 shares worth $1.19M. The position accounts for 0.31% of the portfolio, ranked #28.

Cherrydale Wealth Management first reported a position in VOOG in Q2 2022 and has held it in 8 quarters since. 746 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Cherrydale Wealth Management held 14,367 shares of Vanguard S&P 500 Growth ETF worth $1.19M as of Q2 2026.
Cherrydale Wealth Management bought 15 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $1.19K.
Vanguard S&P 500 Growth ETF made up 0.31% of Cherrydale Wealth Management's portfolio in Q2 2026, its #28 holding.
Cherrydale Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and has held it in 8 quarters since.
746 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.