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

Evolve 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
2026
Q2 		– Sell
-3,450
Closed -$235K – 1234
2026
Q1 		$235K Buy
+3,450
New +$249K 0.01% 883

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evolve Private Wealth's VOOG Position: Q2 2026 in Review

Evolve Private Wealth sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026, closing a stake of 3,450 shares — an estimated $235K sold.

Evolve Private Wealth first reported a position in VOOG in Q1 2026 and held it in 1 quarter. The position peaked at $235K in Q1 2026. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Evolve Private Wealth reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 3,450 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $235K.
  • Evolve Private Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Evolve Private Wealth's Vanguard S&P 500 Growth ETF position peaked at $235K in Q1 2026.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.