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

Cove Private Wealth’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	$2.25M	Sell	27,200 -3,250	-11%	-$258K	0.43%	43
2026 Q1	$2.07M	Buy	30,450 +30	+0.1%	+$2.17K	0.47%	41
2025 Q4	$2.25M	Buy	30,420 +1,380	+5%	+$102K	0.67%	35
2025 Q3	$2.11M	Buy	+29,040	New	+$2.01M	0.67%	35

Other funds holding VOOG

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cove Private Wealth's VOOG Position: Q2 2026 in Review

Cove Private Wealth reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 11% in Q2 2026, selling an estimated $258K and leaving 27,200 shares worth $2.25M. The position accounts for 0.43% of the portfolio, ranked #43.

Cove Private Wealth first reported a position in VOOG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.25M in Q4 2025. 333 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Cove Private Wealth held 27,200 shares of Vanguard S&P 500 Growth ETF worth $2.25M as of Q2 2026.
Cove Private Wealth sold 3,250 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $258K.
Vanguard S&P 500 Growth ETF made up 0.43% of Cove Private Wealth's portfolio in Q2 2026, its #43 holding.
Cove Private Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
Cove Private Wealth's Vanguard S&P 500 Growth ETF position peaked at $2.25M in Q4 2025.
333 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.