EPIQ Capital Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

EPIQ Capital 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
2022 Q1	–	Sell	-6,216	Closed	-$313K	–	55
2021 Q4	$313K	Buy	6,216 +24	+0.4%	+$1.16K	0.06%	48
2021 Q3	$276K	Buy	+6,192	New	+$284K	0.03%	56

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

EPIQ Capital Group's VOOG Position: Q1 2022 in Review

EPIQ Capital Group sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2022, closing a stake of 6,216 shares — an estimated $313K sold.

EPIQ Capital Group first reported a position in VOOG in Q3 2021 and held it in 2 quarters. The position peaked at $313K in Q4 2021. 326 funds tracked by Wall St. Rank hold VOOG as of Q1 2022.

EPIQ Capital Group reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
EPIQ Capital Group sold 6,216 Vanguard S&P 500 Growth ETF shares in Q1 2022, an estimated $313K.
EPIQ Capital Group first reported a position in Vanguard S&P 500 Growth ETF in Q3 2021 and held it in 2 quarters.
EPIQ Capital Group's Vanguard S&P 500 Growth ETF position peaked at $313K in Q4 2021.
326 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2022.

Based on EPIQ Capital Group's 13F filing for Q1 2022, filed 13 May 2022.