Evelyn Partners Asset Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Evelyn Partners Asset Management’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 Q1	$294K	Hold	4,320	–	–	0.07%	91
2025 Q4	$320K	Hold	4,320	–	–	0.08%	88
2025 Q3	$314K	Hold	4,320	–	–	0.07%	85
2025 Q2	$286K	Hold	4,320	–	–	0.07%	83
2025 Q1	$241K	Hold	4,320	–	–	0.07%	87
2024 Q4	$264K	Buy	+4,320	New	+$259K	0.07%	89

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Evelyn Partners Asset Management's VOOG Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2026 at 4,320 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #91.

Evelyn Partners Asset Management first reported a position in VOOG in Q4 2024 and has held it in 6 quarters since. The position peaked at $320K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Evelyn Partners Asset Management held 4,320 shares of Vanguard S&P 500 Growth ETF worth $294K as of Q1 2026.
Evelyn Partners Asset Management left its Vanguard S&P 500 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P 500 Growth ETF made up 0.07% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #91 holding.
Evelyn Partners Asset Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Vanguard S&P 500 Growth ETF position peaked at $320K in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.