Clifford Swan Investment Counsel’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Clifford Swan Investment Counsel’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	$282K	Sell	3,414 -90	-3%	-$7.14K	0.01%	294
2026 Q1	$238K	Hold	3,504	–	–	0.01%	306
2025 Q4	$260K	Hold	3,504	–	–	0.01%	287
2025 Q3	$254K	Buy	3,504 +30	+0.9%	+$2.08K	0.01%	294
2025 Q2	$230K	Buy	+3,474	New	+$207K	0.01%	294
2025 Q1	–	Sell	-3,414	Closed	-$208K	–	315
2024 Q4	$208K	Sell	3,414 -330	-9%	-$19.8K	0.01%	298
2024 Q3	$215K	Hold	3,744	–	–	0.01%	304
2024 Q2	$208K	Buy	+3,744	New	+$194K	0.01%	298
2022 Q1	–	Sell	-5,472	Closed	-$275K	–	336
2021 Q4	$275K	Sell	5,472 -318	-5%	-$15.4K	0.01%	298
2021 Q3	$280K	Buy	+5,790	New	+$265K	0.01%	297

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

Clifford Swan Investment Counsel's VOOG Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 2.6% in Q2 2026, selling an estimated $7.14K and leaving 3,414 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #294.

Clifford Swan Investment Counsel first reported a position in VOOG in Q3 2021 and has held it in 10 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Clifford Swan Investment Counsel held 3,414 shares of Vanguard S&P 500 Growth ETF worth $282K as of Q2 2026.
Clifford Swan Investment Counsel sold 90 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $7.14K.
Vanguard S&P 500 Growth ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #294 holding.
Clifford Swan Investment Counsel first reported a position in Vanguard S&P 500 Growth ETF in Q3 2021 and has held it in 10 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.