Ehrlich Financial Group
VOOG icon

Ehrlich Financial Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Ehrlich Financial Group’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
Q3 		$11.5M Buy
134,833
+29,284
+28% +$2.44M 5.96% 2
2026
Q2 		$8.72M Buy
105,549
+3,189
+3% +$253K 4.49% 5
2026
Q1 		$6.96M Buy
+102,360
New +$7.4M 4% 5
2024
Q4 		– Sell
-4,542
Closed -$261K – 122
2024
Q3 		$261K Buy
4,542
+120
+3% +$6.66K 0.19% 85
2024
Q2 		$246K Hold
4,422
– – 0.19% 87
2024
Q1 		$225K Buy
+4,422
New +$214K 0.19% 88

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Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Curry Webb Wealth Management
Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Ehrlich Financial Group's VOOG Position: Q3 2026 in Review

Ehrlich Financial Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 28% in Q3 2026, buying an estimated $2.44M and bringing the position to 134,833 shares worth $11.5M. The position accounts for 5.96% of the portfolio, ranked #2.

Ehrlich Financial Group first reported a position in VOOG in Q1 2024 and has held it in 6 quarters since. 270 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • Ehrlich Financial Group held 134,833 shares of Vanguard S&P 500 Growth ETF worth $11.5M as of Q3 2026.
  • Ehrlich Financial Group bought 29,284 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $2.44M.
  • Vanguard S&P 500 Growth ETF made up 5.96% of Ehrlich Financial Group's portfolio in Q3 2026, its #2 holding.
  • Ehrlich Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • 270 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.