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Consolidated Portfolio Review Corp’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-62,688
Closed -$4.56M – 409
2025
Q3 		$4.56M Buy
62,688
+1,206
+2% +$83.4K 0.57% 41
2025
Q2 		$4.06M Buy
61,482
+2,460
+4% +$146K 0.56% 45
2025
Q1 		$3.29M Buy
59,022
+1,800
+3% +$109K 0.53% 48
2024
Q4 		$3.49M Buy
+57,222
New +$3.43M 0.55% 41

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 22.9% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Consolidated Portfolio Review Corp's VOOG Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2025, closing a stake of 62,688 shares — an estimated $4.56M sold.

Consolidated Portfolio Review Corp first reported a position in VOOG in Q4 2024 and held it in 4 quarters. The position peaked at $4.56M in Q3 2025. 703 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 62,688 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $4.56M.
  • Consolidated Portfolio Review Corp first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's Vanguard S&P 500 Growth ETF position peaked at $4.56M in Q3 2025.
  • 703 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.