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 Q2	$1.1M	Buy	13,283 +683	+5%	+$54.2K	0.02%	548
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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CreativeOne Wealth's VOOG Position: Q2 2026 in Review

CreativeOne Wealth increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 5.4% in Q2 2026, buying an estimated $54.2K and bringing the position to 13,283 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #548.

CreativeOne Wealth first reported a position in VOOG in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.66M in Q4 2020. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

CreativeOne Wealth held 13,283 shares of Vanguard S&P 500 Growth ETF worth $1.1M as of Q2 2026.
CreativeOne Wealth bought 683 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $54.2K.
Vanguard S&P 500 Growth ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #548 holding.
CreativeOne Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 8 quarters since.
CreativeOne Wealth's Vanguard S&P 500 Growth ETF position peaked at $1.66M in Q4 2020.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.