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Essential Investment Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Essential Investment Partners’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 		$7.93K Hold
96
– – 0.01% 219
2026
Q1 		$6.52K Sell
96
-12
-11% -$868 0.01% 217
2025
Q4 		$8K Buy
+108
New +$7.95K 0.01% 202

Other funds holding VOOG

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
EF
Entrust Financial Wayne, Pennsylvania $154M AUM

Essential Investment Partners's VOOG Position: Q2 2026 in Review

Essential Investment Partners held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 96 shares worth $7.93K. The position accounts for 0.01% of the portfolio, ranked #219.

Essential Investment Partners first reported a position in VOOG in Q4 2025 and has held it in 3 quarters since. The position peaked at $8K in Q4 2025. 174 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Essential Investment Partners held 96 shares of Vanguard S&P 500 Growth ETF worth $7.93K as of Q2 2026.
  • Essential Investment Partners left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #219 holding.
  • Essential Investment Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Vanguard S&P 500 Growth ETF position peaked at $8K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.