FANJ
VOOG icon

Financial Architects (New Jersey)’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Financial Architects (New Jersey)’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
2023
Q1 		– Sell
-11,064
Closed -$389K – 332
2022
Q4 		$389K Hold
11,064
– – 0.06% 238
2022
Q3 		$385K Buy
+11,064
New +$432K 0.07% 224

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Architects (New Jersey)'s VOOG Position: Q1 2023 in Review

Financial Architects (New Jersey) sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2023, closing a stake of 11,064 shares — an estimated $389K sold.

Financial Architects (New Jersey) first reported a position in VOOG in Q3 2022 and held it in 2 quarters. The position peaked at $389K in Q4 2022. 349 funds tracked by Wall St. Rank hold VOOG as of Q1 2023.

  • Financial Architects (New Jersey) reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 11,064 Vanguard S&P 500 Growth ETF shares in Q1 2023, an estimated $389K.
  • Financial Architects (New Jersey) first reported a position in Vanguard S&P 500 Growth ETF in Q3 2022 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Vanguard S&P 500 Growth ETF position peaked at $389K in Q4 2022.
  • 349 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2023, filed 12 May 2023.