Clean Yield Group
VOOG icon

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
Q3 		$394K Buy
4,610
+1
+0% +$83 0.1% 109
2026
Q2 		$381K Sell
4,609
-401
-8% -$31.8K 0.09% 113
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

TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Clean Yield Group's VOOG Position: Q3 2026 in Review

Clean Yield Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.02% in Q3 2026, buying an estimated $83 and bringing the position to 4,610 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #109.

Clean Yield Group first reported a position in VOOG in Q1 2024 and has held it in 11 quarters since. The position peaked at $530K in Q4 2025. 302 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • Clean Yield Group held 4,610 shares of Vanguard S&P 500 Growth ETF worth $394K as of Q3 2026.
  • Clean Yield Group bought 1 Vanguard S&P 500 Growth ETF share in Q3 2026, an estimated $83.
  • Vanguard S&P 500 Growth ETF made up 0.1% of Clean Yield Group's portfolio in Q3 2026, its #109 holding.
  • Clean Yield Group first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • Clean Yield Group's Vanguard S&P 500 Growth ETF position peaked at $530K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.