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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VOOG Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.1% in Q1 2026, buying an estimated $4.77K and bringing the position to 5,982 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #312.

Forvis Mazars Wealth Advisors first reported a position in VOOG in Q3 2024 and has held it in 6 quarters since. The position peaked at $7.88M in Q3 2024. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Forvis Mazars Wealth Advisors held 5,982 shares of Vanguard S&P 500 Growth ETF worth $406K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 66 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $4.77K.
Vanguard S&P 500 Growth ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #312 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2024 and has held it in 6 quarters since.
Forvis Mazars Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $7.88M in Q3 2024.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.