Financial Perspectives’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Financial Perspectives’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	$32.1K	Sell	388 -20	-5%	-$1.59K	0.01%	398
2026 Q1	$27.7K	Hold	408	–	–	0.01%	396
2025 Q4	$30.2K	Sell	408 -30	-7%	-$2.21K	0.01%	381
2025 Q3	$31.8K	Hold	438	–	–	0.01%	379
2025 Q2	$28.9K	Hold	438	–	–	0.01%	375
2025 Q1	$24.4K	Hold	438	–	–	0.01%	387
2024 Q4	$26.7K	Hold	438	–	–	0.01%	376
2024 Q3	$25.2K	Buy	+438	New	+$24.3K	0.01%	362

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Perspectives's VOOG Position: Q2 2026 in Review

Financial Perspectives reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 4.9% in Q2 2026, selling an estimated $1.59K and leaving 388 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #398.

Financial Perspectives first reported a position in VOOG in Q3 2024 and has held it in 8 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Financial Perspectives held 388 shares of Vanguard S&P 500 Growth ETF worth $32.1K as of Q2 2026.
Financial Perspectives sold 20 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $1.59K.
Vanguard S&P 500 Growth ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #398 holding.
Financial Perspectives first reported a position in Vanguard S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.