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

GEN Financial 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	$2.17M	Sell	26,220 -6	-0%	-$476	1.3%	11
2026 Q1	$1.78M	Sell	26,226 -1,230	-4%	-$88.9K	1.1%	15
2025 Q4	$2.03M	Sell	27,456 -222	-0.8%	-$16.3K	1.28%	12
2025 Q3	$2.01M	Hold	27,678	–	–	1.73%	8
2025 Q2	$1.83M	Sell	27,678 -6	-0%	-$357	1.5%	10
2025 Q1	$1.54M	Sell	27,684 -132	-0.5%	-$8K	1.05%	11
2024 Q4	$1.7M	Buy	+27,816	New	+$1.67M	1.1%	8

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

GEN Financial Management's VOOG Position: Q2 2026 in Review

GEN Financial Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.02% in Q2 2026, selling an estimated $476 and leaving 26,220 shares worth $2.17M. The position accounts for 1.3% of the portfolio, ranked #11.

GEN Financial Management first reported a position in VOOG in Q4 2024 and has held it in 7 quarters since. 754 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

GEN Financial Management held 26,220 shares of Vanguard S&P 500 Growth ETF worth $2.17M as of Q2 2026.
GEN Financial Management sold 6 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $476.
Vanguard S&P 500 Growth ETF made up 1.3% of GEN Financial Management's portfolio in Q2 2026, its #11 holding.
GEN Financial Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
754 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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