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Coquina Private Wealth LLC’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Coquina Private Wealth LLC’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 		$235K Buy
+2,842
New +$226K 0.16% 89
2026
Q1 		– Sell
-3,186
Closed -$236K – 100
2025
Q4 		$236K Buy
+3,186
New +$234K 0.19% 82

Other funds holding VOOG

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
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Coquina Private Wealth LLC's VOOG Position: Q2 2026 in Review

Coquina Private Wealth LLC opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 2,842 shares worth $235K. The stake represents 0.16% of the portfolio and ranks #89 among its holdings. This is a return to the name: Coquina Private Wealth LLC previously reported a position in VOOG as recently as Q4 2025.

Coquina Private Wealth LLC first reported a position in VOOG in Q4 2025 and has held it in 2 quarters since. The position peaked at $236K in Q4 2025. 496 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Coquina Private Wealth LLC held 2,842 shares of Vanguard S&P 500 Growth ETF worth $235K as of Q2 2026.
  • Vanguard S&P 500 Growth ETF was a new Coquina Private Wealth LLC position in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up 0.16% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #89 holding.
  • Coquina Private Wealth LLC first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Coquina Private Wealth LLC's Vanguard S&P 500 Growth ETF position peaked at $236K in Q4 2025.
  • 496 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.