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Curran Financial Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Curran Financial Partners’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 		– Sell
-3,624
Closed -$269K – 134
2025
Q4 		$269K Buy
+3,624
New +$267K 0.05% 107

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Curran Financial Partners's VOOG Position: Q1 2026 in Review

Curran Financial Partners sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 3,624 shares — an estimated $269K sold.

Curran Financial Partners first reported a position in VOOG in Q4 2025 and held it in 1 quarter. The position peaked at $269K in Q4 2025. 683 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Curran Financial Partners reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Curran Financial Partners sold 3,624 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $269K.
  • Curran Financial Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Curran Financial Partners's Vanguard S&P 500 Growth ETF position peaked at $269K in Q4 2025.
  • 683 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.