Evermay Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Evermay Wealth 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 Q2	$198K	Sell	2,398 -2	-0.1%	-$159	0.02%	205
2026 Q1	$163K	Sell	2,400 -480	-17%	-$34.7K	0.02%	213
2025 Q4	$213K	Hold	2,880	–	–	0.02%	192
2025 Q3	$209K	Hold	2,880	–	–	0.02%	194
2025 Q2	$190K	Hold	2,880	–	–	0.02%	200
2025 Q1	$161K	Sell	2,880 -444	-13%	-$26.9K	0.02%	213
2024 Q4	$203K	Sell	3,324 -3,702	-53%	-$222K	0.03%	193
2024 Q3	$404K	Sell	7,026 -3,342	-32%	-$185K	0.07%	136
2024 Q2	$576K	Sell	10,368 -6	-0.1%	-$311	0.09%	116
2024 Q1	$527K	Buy	+10,374	New	+$501K	0.08%	122

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Evermay Wealth Management's VOOG Position: Q2 2026 in Review

Evermay Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.08% in Q2 2026, selling an estimated $159 and leaving 2,398 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #205.

Evermay Wealth Management first reported a position in VOOG in Q1 2024 and has held it in 10 quarters since. The position peaked at $576K in Q2 2024. 267 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Evermay Wealth Management held 2,398 shares of Vanguard S&P 500 Growth ETF worth $198K as of Q2 2026.
Evermay Wealth Management sold 2 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $159.
Vanguard S&P 500 Growth ETF made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #205 holding.
Evermay Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Evermay Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $576K in Q2 2024.
267 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.