Forvis Mazars Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Forvis Mazars Wealth Advisors’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	$642K	Buy	7,768 +1,786	+30%	+$142K	0.01%	269
2026 Q1	$406K	Buy	5,982 +66	+1%	+$4.77K	0.01%	312
2025 Q4	$438K	Sell	5,916 -6	-0.1%	-$442	0.01%	306
2025 Q3	$430K	Hold	5,922	–	–	0.01%	308
2025 Q2	$391K	Buy	+5,922	New	+$352K	0.01%	326
2025 Q1	–	Sell	-40,626	Closed	-$2.48M	–	429
2024 Q4	$2.48M	Sell	40,626 -96,378	-70%	-$5.78M	0.06%	142
2024 Q3	$7.88M	Buy	+137,004	New	+$7.6M	0.18%	72

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

Forvis Mazars Wealth Advisors's VOOG Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 30% in Q2 2026, buying an estimated $142K and bringing the position to 7,768 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #269.

Forvis Mazars Wealth Advisors first reported a position in VOOG in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.88M in Q3 2024. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Forvis Mazars Wealth Advisors held 7,768 shares of Vanguard S&P 500 Growth ETF worth $642K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 1,786 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $142K.
Vanguard S&P 500 Growth ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #269 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Forvis Mazars Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $7.88M in Q3 2024.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.