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Evolution Advisers’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Evolution Advisers’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
2024
Q2 		– Sell
-1,056
Closed -$54.8K – 199
2024
Q1 		$54K Hold
1,056
– – 0.03% 86
2023
Q4 		$47K Buy
+1,056
New +$45.2K 0.03% 90

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Evolution Advisers's VOOG Position: Q2 2024 in Review

Evolution Advisers sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2024, closing a stake of 1,056 shares — an estimated $54.8K sold.

Evolution Advisers first reported a position in VOOG in Q4 2023 and held it in 2 quarters. The position peaked at $54K in Q1 2024. 478 funds tracked by Wall St. Rank hold VOOG as of Q2 2024.

  • Evolution Advisers reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Evolution Advisers sold 1,056 Vanguard S&P 500 Growth ETF shares in Q2 2024, an estimated $54.8K.
  • Evolution Advisers first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and held it in 2 quarters.
  • Evolution Advisers's Vanguard S&P 500 Growth ETF position peaked at $54K in Q1 2024.
  • 478 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2024.

Based on Evolution Advisers's 13F filing for Q2 2024, filed 26 Jul 2024.