CX Institutional’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

CX Institutional’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	$20K	Hold	246	–	–	﹤0.01%	1180
2026 Q1	$17K	Hold	246	–	–	﹤0.01%	1170
2025 Q4	$18K	Hold	246	–	–	﹤0.01%	1119
2025 Q3	$18K	Hold	246	–	–	﹤0.01%	1120
2025 Q2	$16K	Hold	246	–	–	﹤0.01%	993
2025 Q1	$14K	Buy	+246	New	+$14.9K	﹤0.01%	987
2023 Q2	–	Sell	-11,094	Closed	-$426K	–	541
2023 Q1	$426K	Sell	11,094 -33,798	-75%	-$1.24M	0.02%	363
2022 Q4	$1.58M	Buy	+44,892	New	+$1.62M	0.1%	214
2022 Q3	–	Sell	-67,098	Closed	-$2.43M	–	1111
2022 Q2	$2.43M	Buy	+67,098	New	+$2.67M	0.18%	139

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

CX Institutional's VOOG Position: Q2 2026 in Review

CX Institutional held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 246 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

CX Institutional first reported a position in VOOG in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.43M in Q2 2022. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

CX Institutional held 246 shares of Vanguard S&P 500 Growth ETF worth $20K as of Q2 2026.
CX Institutional left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1180 holding.
CX Institutional first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and has held it in 9 quarters since.
CX Institutional's Vanguard S&P 500 Growth ETF position peaked at $2.43M in Q2 2022.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.