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Focused Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Focused Wealth Management’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 		$4.01M Sell
48,531
-153
-0.3% -$12.1K 0.35% 43
2026
Q1 		$3.31M Buy
48,684
+360
+0.7% +$26K 0.34% 43
2025
Q4 		$3.58M Buy
48,324
+4,242
+10% +$312K 0.37% 38
2025
Q3 		$3.2M Sell
44,082
-2,334
-5% -$161K 0.34% 42
2025
Q2 		$3.07M Buy
+46,416
New +$2.76M 0.37% 38

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

Focused Wealth Management's VOOG Position: Q2 2026 in Review

Focused Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.31% in Q2 2026, selling an estimated $12.1K and leaving 48,531 shares worth $4.01M. The position accounts for 0.35% of the portfolio, ranked #43.

Focused Wealth Management first reported a position in VOOG in Q2 2025 and has held it in 5 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Focused Wealth Management held 48,531 shares of Vanguard S&P 500 Growth ETF worth $4.01M as of Q2 2026.
  • Focused Wealth Management sold 153 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $12.1K.
  • Vanguard S&P 500 Growth ETF made up 0.35% of Focused Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Focused Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.