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Clearstead Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Clearstead 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 		$2.02M Buy
24,426
+20,154
+472% +$1.6M 0.02% 379
2026
Q1 		$290K Buy
4,272
+30
+0.7% +$2.17K ﹤0.01% 876
2025
Q4 		$315K Hold
4,242
– – ﹤0.01% 797
2025
Q3 		$308K Hold
4,242
– – ﹤0.01% 774
2025
Q2 		$280K Sell
4,242
-1,728
-29% -$103K ﹤0.01% 791
2025
Q1 		$333K Buy
5,970
+5,544
+1,301% +$336K 0.01% 681
2024
Q4 		$25.9K Sell
426
-126
-23% -$7.56K ﹤0.01% 1314
2024
Q3 		$31.7K Buy
552
+126
+30% +$6.99K ﹤0.01% 1303
2024
Q2 		$23.5K Buy
426
+150
+54% +$7.78K ﹤0.01% 1335
2024
Q1 		$13.9K Hold
276
– – ﹤0.01% 1009
2023
Q4 		$12.3K Sell
276
-264
-49% -$11.3K ﹤0.01% 1025
2023
Q3 		$22.3K Buy
540
+270
+100% +$11.5K ﹤0.01% 1005
2023
Q2 		$11.5K Buy
270
+30
+13% +$1.19K ﹤0.01% 969
2023
Q1 		$9.25K Hold
240
– – ﹤0.01% 961
2022
Q4 		$8.45K Buy
240
+60
+33% +$2.17K ﹤0.01% 923
2022
Q3 		$6K Buy
180
+102
+131% +$3.98K ﹤0.01% 964
2022
Q2 		$3K Buy
+78
New +$3.1K ﹤0.01% 1077

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clearstead Advisors's VOOG Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 472% in Q2 2026, buying an estimated $1.6M and bringing the position to 24,426 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #379.

Clearstead Advisors first reported a position in VOOG in Q2 2022 and has held it in 17 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Clearstead Advisors held 24,426 shares of Vanguard S&P 500 Growth ETF worth $2.02M as of Q2 2026.
  • Clearstead Advisors bought 20,154 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $1.6M.
  • Vanguard S&P 500 Growth ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #379 holding.
  • Clearstead Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.