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

Evelyn 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	$357K	Buy	+4,320	New	+$343K	﹤0.01%	231

Other funds holding VOOG

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Evelyn Partners's VOOG Position: Q2 2026 in Review

Evelyn Partners opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 4,320 shares worth $357K. The stake represents ﹤0.01% of the portfolio and ranks #231 among its holdings.

722 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Evelyn Partners held 4,320 shares of Vanguard S&P 500 Growth ETF worth $357K as of Q2 2026.
Vanguard S&P 500 Growth ETF was a new Evelyn Partners position in Q2 2026.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #231 holding.
722 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.