Freestone Capital Holdings’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Freestone Capital Holdings’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	$501K	Buy	6,065 +2,231	+58%	+$177K	0.01%	384
2026 Q1	$261K	Buy	+3,834	New	+$277K	0.01%	468
2024 Q4	–	Sell	-9,918	Closed	-$571K	–	474
2024 Q3	$571K	Hold	9,918	–	–	0.02%	274
2024 Q2	$551K	Sell	9,918 -288	-3%	-$14.9K	0.02%	286
2024 Q1	$518K	Hold	10,206	–	–	0.02%	296
2023 Q4	$461K	Hold	10,206	–	–	0.02%	283
2023 Q3	$420K	Buy	+10,206	New	+$434K	0.02%	261

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

Freestone Capital Holdings's VOOG Position: Q2 2026 in Review

Freestone Capital Holdings increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 58% in Q2 2026, buying an estimated $177K and bringing the position to 6,065 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #384.

Freestone Capital Holdings first reported a position in VOOG in Q3 2023 and has held it in 7 quarters since. The position peaked at $571K in Q3 2024. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Freestone Capital Holdings held 6,065 shares of Vanguard S&P 500 Growth ETF worth $501K as of Q2 2026.
Freestone Capital Holdings bought 2,231 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $177K.
Vanguard S&P 500 Growth ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #384 holding.
Freestone Capital Holdings first reported a position in Vanguard S&P 500 Growth ETF in Q3 2023 and has held it in 7 quarters since.
Freestone Capital Holdings's Vanguard S&P 500 Growth ETF position peaked at $571K in Q3 2024.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.