Diversify Advisory Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Diversify Advisory Services’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	$3.75M	Buy	+47,159	New	+$3.74M	0.06%	261
2026 Q1	–	Sell	-34,410	Closed	-$2.56M	–	845
2025 Q4	$2.56M	Buy	34,410 +702	+2%	+$51.7K	0.08%	188
2025 Q3	$2.54M	Sell	33,708 -1,062	-3%	-$73.4K	0.09%	177
2025 Q2	$2.42M	Buy	34,770 +9,084	+35%	+$540K	0.09%	162
2025 Q1	$1.46M	Buy	25,686 +3,024	+13%	+$183K	0.09%	159
2024 Q4	$1.38M	Buy	22,662 +2,112	+10%	+$127K	0.08%	184
2024 Q3	$1.21M	Buy	20,550 +15,426	+301%	+$856K	0.07%	229
2024 Q2	$296K	Sell	5,124 -2,010	-28%	-$104K	0.02%	509
2024 Q1	$363K	Buy	+7,134	New	+$345K	0.02%	491

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

Diversify Advisory Services's VOOG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 47,159 shares worth $3.75M. The stake represents 0.06% of the portfolio and ranks #261 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VOOG as recently as Q4 2025.

Diversify Advisory Services first reported a position in VOOG in Q1 2024 and has held it in 9 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Diversify Advisory Services held 47,159 shares of Vanguard S&P 500 Growth ETF worth $3.75M as of Q2 2026.
Vanguard S&P 500 Growth ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.06% of Diversify Advisory Services's portfolio in Q2 2026, its #261 holding.
Diversify Advisory Services first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.