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

Dopkins Wealth Management’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	$298K	Buy	3,607 +1	+0%	+$79	0.11%	74
2026 Q1	$245K	Hold	3,606	–	–	0.1%	82
2025 Q4	$267K	Sell	3,606 -90	-2%	-$6.62K	0.11%	72
2025 Q3	$268K	Sell	3,696 -204	-5%	-$14.1K	0.11%	70
2025 Q2	$258K	Hold	3,900	–	–	0.12%	68
2025 Q1	$217K	Sell	3,900 -18	-0.5%	-$1.09K	0.11%	75
2024 Q4	$239K	Buy	+3,918	New	+$235K	0.12%	71
2024 Q3	–	Sell	-3,918	Closed	-$218K	–	86
2024 Q2	$218K	Sell	3,918 -84	-2%	-$4.36K	0.13%	72
2024 Q1	$203K	Buy	+4,002	New	+$193K	0.12%	80
2023 Q4	–	Sell	-10,098	Closed	-$415K	–	56
2023 Q3	$415K	Sell	10,098 -114	-1%	-$4.85K	0.31%	38
2023 Q2	$432K	Sell	10,212 -2,652	-21%	-$105K	0.39%	27
2023 Q1	$494K	Buy	12,864 +24	+0.2%	+$882	0.46%	21
2022 Q4	$451K	Buy	12,840 +180	+1%	+$6.5K	0.4%	29
2022 Q3	$440K	Hold	12,660	–	–	0.49%	24
2022 Q2	$459K	Buy	12,660 +12	+0.1%	+$477	0.5%	19
2022 Q1	$581K	Buy	12,648 +600	+5%	+$27.1K	0.63%	17
2021 Q4	$606K	Buy	+12,048	New	+$584K	0.6%	17

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

Dopkins Wealth Management's VOOG Position: Q2 2026 in Review

Dopkins Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.03% in Q2 2026, buying an estimated $79 and bringing the position to 3,607 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #74.

Dopkins Wealth Management first reported a position in VOOG in Q4 2021 and has held it in 17 quarters since. The position peaked at $606K in Q4 2021. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Dopkins Wealth Management held 3,607 shares of Vanguard S&P 500 Growth ETF worth $298K as of Q2 2026.
Dopkins Wealth Management bought 1 Vanguard S&P 500 Growth ETF share in Q2 2026, an estimated $79.
Vanguard S&P 500 Growth ETF made up 0.11% of Dopkins Wealth Management's portfolio in Q2 2026, its #74 holding.
Dopkins Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Dopkins Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $606K in Q4 2021.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.