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

CreativeOne 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 Q1	$856K	Buy	12,600 +2,064	+20%	+$149K	0.02%	633
2025 Q4	$781K	Buy	10,536 +2,844	+37%	+$209K	0.02%	643
2025 Q3	$558K	Buy	7,692 +2,358	+44%	+$163K	0.01%	735
2025 Q2	$353K	Buy	+5,334	New	+$317K	0.01%	868
2022 Q2	–	Sell	-6,876	Closed	-$316K	–	813
2022 Q1	$316K	Sell	6,876 -22,290	-76%	-$1.01M	0.02%	567
2021 Q4	$1.47M	Buy	+29,166	New	+$1.41M	0.07%	231
2021 Q1	–	Sell	-43,320	Closed	-$1.66M	–	620
2020 Q4	$1.66M	Buy	+43,320	New	+$1.58M	0.14%	118

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CreativeOne Wealth's VOOG Position: Q1 2026 in Review

CreativeOne Wealth increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 20% in Q1 2026, buying an estimated $149K and bringing the position to 12,600 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #633.

CreativeOne Wealth first reported a position in VOOG in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2020. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

CreativeOne Wealth held 12,600 shares of Vanguard S&P 500 Growth ETF worth $856K as of Q1 2026.
CreativeOne Wealth bought 2,064 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $149K.
Vanguard S&P 500 Growth ETF made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #633 holding.
CreativeOne Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 7 quarters since.
CreativeOne Wealth's Vanguard S&P 500 Growth ETF position peaked at $1.66M in Q4 2020.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.