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

Essential Planning’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
Q1 		– Sell
-60,840
Closed -$3.65M – 292
2024
Q4 		$3.65M Buy
+60,840
New +$3.65M 0.02% 142

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Essential Planning's VOOG Position: Q1 2025 in Review

Essential Planning sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2025, closing a stake of 60,840 shares — an estimated $3.65M sold.

Essential Planning first reported a position in VOOG in Q4 2024 and held it in 1 quarter. The position peaked at $3.65M in Q4 2024. 567 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

  • Essential Planning reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 60,840 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $3.65M.
  • Essential Planning first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Vanguard S&P 500 Growth ETF position peaked at $3.65M in Q4 2024.
  • 567 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.