EverSource Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

EverSource Wealth Advisors’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	$1.59M	Sell	23,370 -5,916	-20%	-$428K	0.05%	265
2025 Q4	$2.17M	Buy	29,286 +6,258	+27%	+$460K	0.08%	180
2025 Q3	$1.67M	Buy	23,028 +1,728	+8%	+$119K	0.07%	198
2025 Q2	$1.41M	Buy	21,300 +17,322	+435%	+$1.03M	0.06%	211
2025 Q1	$222K	Buy	3,978 +1,146	+40%	+$69.5K	0.01%	622
2024 Q4	$173K	Buy	2,832 +2,742	+3,047%	+$164K	0.01%	705
2024 Q3	$5.18K	Buy	+90	New	+$4.99K	﹤0.01%	2213
2022 Q2	–	Sell	-264	Closed	-$12K	–	1896
2022 Q1	$12K	Sell	264 -36	-12%	-$1.63K	﹤0.01%	921
2021 Q4	$15K	Buy	+300	New	+$14.5K	﹤0.01%	810

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

EverSource Wealth Advisors's VOOG Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 20% in Q1 2026, selling an estimated $428K and leaving 23,370 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #265.

EverSource Wealth Advisors first reported a position in VOOG in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.17M in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

EverSource Wealth Advisors held 23,370 shares of Vanguard S&P 500 Growth ETF worth $1.59M as of Q1 2026.
EverSource Wealth Advisors sold 5,916 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $428K.
Vanguard S&P 500 Growth ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q1 2026, its #265 holding.
EverSource Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $2.17M in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.