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Empowered Funds’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Empowered Funds’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
2022
Q2 		– Sell
-237,414
Closed -$10.9M – 337
2022
Q1 		$10.9M Buy
+237,414
New +$10.7M 1.19% 14
2020
Q4 		– Sell
-283,614
Closed -$9.85M – 222
2020
Q3 		$9.85M Buy
+283,614
New +$9.64M 3.08% 9

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $1.31B AUM 62.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empowered Funds's VOOG Position: Q2 2022 in Review

Empowered Funds sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2022, closing a stake of 237,414 shares — an estimated $10.9M sold.

Empowered Funds first reported a position in VOOG in Q3 2020 and held it in 2 quarters. The position peaked at $10.9M in Q1 2022. 312 funds tracked by Wall St. Rank hold VOOG as of Q2 2022.

  • Empowered Funds reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Empowered Funds sold 237,414 Vanguard S&P 500 Growth ETF shares in Q2 2022, an estimated $10.9M.
  • Empowered Funds first reported a position in Vanguard S&P 500 Growth ETF in Q3 2020 and held it in 2 quarters.
  • Empowered Funds's Vanguard S&P 500 Growth ETF position peaked at $10.9M in Q1 2022.
  • 312 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2022.

Based on Empowered Funds's 13F filing for Q2 2022, filed 1 Aug 2022.