Golden State Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Golden State Wealth 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	$25.3K	Sell	306 -528	-63%	-$41.9K	﹤0.01%	902
2026 Q1	$56.7K	Sell	834 -516	-38%	-$37.3K	0.01%	652
2025 Q4	$100K	Hold	1,350	–	–	0.01%	517
2025 Q3	$98.1K	Hold	1,350	–	–	0.01%	506
2025 Q2	$89.3K	Buy	1,350 +516	+62%	+$30.7K	0.01%	513
2025 Q1	$46.5K	Buy	834 +18	+2%	+$1.09K	0.01%	607
2024 Q4	$49.8K	Buy	+816	New	+$48.9K	0.01%	577
2020 Q2	–	Sell	-306	Closed	-$8K	–	894
2020 Q1	$8K	Buy	+306	New	+$8.69K	﹤0.01%	666
2019 Q4	–	Sell	-306	Closed	-$8K	–	931
2019 Q3	$8K	Hold	306	–	–	﹤0.01%	795
2019 Q2	$8K	Hold	306	–	–	﹤0.01%	795
2019 Q1	$8K	Buy	+306	New	+$7.5K	﹤0.01%	825

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

Golden State Wealth Management's VOOG Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 63% in Q2 2026, selling an estimated $41.9K and leaving 306 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Golden State Wealth Management first reported a position in VOOG in Q1 2019 and has held it in 11 quarters since. The position peaked at $100K in Q4 2025. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Golden State Wealth Management held 306 shares of Vanguard S&P 500 Growth ETF worth $25.3K as of Q2 2026.
Golden State Wealth Management sold 528 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $41.9K.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #902 holding.
Golden State Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $100K in Q4 2025.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.