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 Q2	$224K	Buy	+2,706	New	+$215K	0.01%	749
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 $1.81T 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

GeoWealth Management's VOOG Position: Q2 2026 in Review

GeoWealth Management opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 2,706 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in VOOG as recently as Q4 2025.

GeoWealth Management first reported a position in VOOG in Q4 2021 and has held it in 8 quarters since. The position peaked at $16M in Q4 2021. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

GeoWealth Management held 2,706 shares of Vanguard S&P 500 Growth ETF worth $224K as of Q2 2026.
Vanguard S&P 500 Growth ETF was a new GeoWealth Management position in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #749 holding.
GeoWealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 8 quarters since.
GeoWealth Management's Vanguard S&P 500 Growth ETF position peaked at $16M in Q4 2021.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.