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COWA LLC’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

COWA 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
Q3 		$558K Buy
6,532
+65
+1% +$5.42K 0.14% 107
2026
Q2 		$534K Buy
6,467
+23
+0.4% +$1.83K 0.13% 106
2026
Q1 		$438K Buy
6,444
+36
+0.6% +$2.6K 0.12% 110
2025
Q4 		$471K Buy
6,408
+522
+9% +$38.4K 0.14% 100
2025
Q3 		$427K Buy
5,886
+348
+6% +$24.1K 0.14% 102
2025
Q2 		$365K Buy
+5,538
New +$330K 0.14% 98
2025
Q1 		– Sell
-4,692
Closed -$286K – 130
2024
Q4 		$286K Buy
4,692
+390
+9% +$23.4K 0.13% 110
2024
Q3 		$248K Buy
+4,302
New +$239K 0.12% 114

Other funds holding VOOG

TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

COWA LLC's VOOG Position: Q3 2026 in Review

COWA LLC increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 1% in Q3 2026, buying an estimated $5.42K and bringing the position to 6,532 shares worth $558K. The position accounts for 0.14% of the portfolio, ranked #107.

COWA LLC first reported a position in VOOG in Q3 2024 and has held it in 8 quarters since. 380 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • COWA LLC held 6,532 shares of Vanguard S&P 500 Growth ETF worth $558K as of Q3 2026.
  • COWA LLC bought 65 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $5.42K.
  • Vanguard S&P 500 Growth ETF made up 0.14% of COWA LLC's portfolio in Q3 2026, its #107 holding.
  • COWA LLC first reported a position in Vanguard S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 380 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.