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

GeoWealth 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 Q1	–	Sell	-2,706	Closed	-$201K	–	904
2025 Q4	$201K	Buy	+2,706	New	+$199K	0.01%	666
2025 Q3	–	Sell	-2,706	Closed	-$179K	–	1230
2025 Q2	$179K	Hold	2,706	–	–	0.01%	695
2025 Q1	$151K	Sell	2,706 -3,300	-55%	-$200K	0.01%	720
2024 Q4	$366K	Buy	+6,006	New	+$360K	0.01%	562
2023 Q1	–	Sell	-63,684	Closed	-$2.24M	–	444
2022 Q4	$2.24M	Buy	+63,684	New	+$2.3M	0.24%	73
2022 Q2	–	Sell	-38,010	Closed	-$1.75M	–	403
2022 Q1	$1.75M	Sell	38,010 -280,824	-88%	-$12.7M	0.15%	109
2021 Q4	$16M	Buy	+318,834	New	+$15.4M	1.31%	19

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

GeoWealth Management's VOOG Position: Q1 2026 in Review

GeoWealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 2,706 shares — an estimated $201K sold.

GeoWealth Management first reported a position in VOOG in Q4 2021 and held it in 7 quarters. The position peaked at $16M in Q4 2021. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

GeoWealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
GeoWealth Management sold 2,706 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $201K.
GeoWealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and held it in 7 quarters.
GeoWealth Management's Vanguard S&P 500 Growth ETF position peaked at $16M in Q4 2021.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.