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Evergreen Private Wealth’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Evergreen Private Wealth’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
Q4 		– Sell
-1,128
Closed -$82K – 224
2025
Q3 		$82K Hold
1,128
– – 0.03% 96
2025
Q2 		$74.6K Hold
1,128
– – 0.03% 103
2025
Q1 		$62.9K Hold
1,128
– – 0.03% 108
2024
Q4 		$68.9K Hold
1,128
– – 0.03% 108
2024
Q3 		$65K Hold
1,128
– – 0.03% 110
2024
Q2 		$62.8K Hold
1,128
– – 0.03% 110
2024
Q1 		$57.3K Hold
1,128
– – 0.03% 113
2023
Q4 		$51K Buy
+1,128
New +$48.3K 0.03% 113

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evergreen Private Wealth's VOOG Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2025, closing a stake of 1,128 shares — an estimated $82K sold.

Evergreen Private Wealth first reported a position in VOOG in Q4 2023 and held it in 8 quarters. The position peaked at $82K in Q3 2025. 701 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 1,128 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $82K.
  • Evergreen Private Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's Vanguard S&P 500 Growth ETF position peaked at $82K in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.