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Clean Yield Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Clean Yield 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 		$340K Sell
5,010
-2,142
-30% -$155K 0.1% 112
2025
Q4 		$530K Buy
7,152
+5,910
+476% +$435K 0.15% 92
2025
Q3 		$90.1K Hold
1,242
– – 0.03% 182
2025
Q2 		$82.1K Hold
1,242
– – 0.02% 188
2025
Q1 		$69.2K Hold
1,242
– – 0.02% 204
2024
Q4 		$75.8K Hold
1,242
– – 0.02% 199
2024
Q3 		$71.5K Hold
1,242
– – 0.02% 207
2024
Q2 		$69K Hold
1,242
– – 0.03% 199
2024
Q1 		$63.1K Buy
+1,242
New +$60K 0.02% 212

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

Clean Yield Group's VOOG Position: Q1 2026 in Review

Clean Yield Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 30% in Q1 2026, selling an estimated $155K and leaving 5,010 shares worth $340K. The position accounts for 0.1% of the portfolio, ranked #112.

Clean Yield Group first reported a position in VOOG in Q1 2024 and has held it in 9 quarters since. The position peaked at $530K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Clean Yield Group held 5,010 shares of Vanguard S&P 500 Growth ETF worth $340K as of Q1 2026.
  • Clean Yield Group sold 2,142 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $155K.
  • Vanguard S&P 500 Growth ETF made up 0.1% of Clean Yield Group's portfolio in Q1 2026, its #112 holding.
  • Clean Yield Group first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Clean Yield Group's Vanguard S&P 500 Growth ETF position peaked at $530K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.