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Ellenbecker Investment Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Ellenbecker Investment 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
2025
Q2 		– Sell
-6,102
Closed -$340K – 121
2025
Q1 		$340K Buy
+6,102
New +$370K 0.06% 84

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Ellenbecker Investment Group's VOOG Position: Q2 2025 in Review

Ellenbecker Investment Group sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2025, closing a stake of 6,102 shares — an estimated $340K sold.

Ellenbecker Investment Group first reported a position in VOOG in Q1 2025 and held it in 1 quarter. The position peaked at $340K in Q1 2025. 615 funds tracked by Wall St. Rank hold VOOG as of Q2 2025.

  • Ellenbecker Investment Group reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Ellenbecker Investment Group sold 6,102 Vanguard S&P 500 Growth ETF shares in Q2 2025, an estimated $340K.
  • Ellenbecker Investment Group first reported a position in Vanguard S&P 500 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Ellenbecker Investment Group's Vanguard S&P 500 Growth ETF position peaked at $340K in Q1 2025.
  • 615 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2025.

Based on Ellenbecker Investment Group's 13F filing for Q2 2025, filed 22 Jul 2025.