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Golden State Equity Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Golden State Equity Partners’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 		– Sell
-138
Closed -$9.51K – 1707
2026
Q1 		$9.51K Buy
+138
New +$9.98K ﹤0.01% 1309
2025
Q1 		– Sell
-3,930
Closed -$240K – 476
2024
Q4 		$240K Buy
+3,930
New +$236K 0.05% 375
2024
Q3 		– Sell
-3,606
Closed -$200K – 910
2024
Q2 		$200K Buy
+3,606
New +$187K 0.04% 388

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Golden State Equity Partners's VOOG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026, closing a stake of 138 shares — an estimated $9.51K sold.

Golden State Equity Partners first reported a position in VOOG in Q2 2024 and held it in 3 quarters. The position peaked at $240K in Q4 2024. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Golden State Equity Partners reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 138 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $9.51K.
  • Golden State Equity Partners first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and held it in 3 quarters.
  • Golden State Equity Partners's Vanguard S&P 500 Growth ETF position peaked at $240K in Q4 2024.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.