CCWA
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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2026
Q2 		$980K Buy
+11,856
New +$941K 0.01% 198
2021
Q4 		– Sell
-9,072
Closed -$403K – 296
2021
Q3 		$403K Buy
+9,072
New +$416K 0.02% 247

Other funds holding VOOG

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
EF
Entrust Financial Wayne, Pennsylvania $154M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VOOG Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 11,856 shares worth $980K. The stake represents 0.01% of the portfolio and ranks #198 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in VOOG as recently as Q3 2021.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VOOG in Q3 2021 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 11,856 shares of Vanguard S&P 500 Growth ETF worth $980K as of Q2 2026.
  • Vanguard S&P 500 Growth ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2021 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.