Grantvest Financial Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Grantvest Financial Group’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	$1.77M	Buy	21,457 +1,015	+5%	+$80.6K	1.03%	18
2026 Q1	$1.39M	Sell	20,442 -162	-0.8%	-$11.7K	0.9%	20
2025 Q4	$1.53M	Buy	20,604 +1,260	+7%	+$92.7K	0.98%	18
2025 Q3	$1.4M	Sell	19,344 -66	-0.3%	-$4.56K	0.97%	22
2025 Q2	$1.28M	Sell	19,410 -432	-2%	-$25.7K	0.95%	23
2025 Q1	$1.11M	Sell	19,842 -246	-1%	-$14.9K	0.9%	25
2024 Q4	$1.23M	Buy	+20,088	New	+$1.2M	1.37%	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

Grantvest Financial Group's VOOG Position: Q2 2026 in Review

Grantvest Financial Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 5% in Q2 2026, buying an estimated $80.6K and bringing the position to 21,457 shares worth $1.77M. The position accounts for 1.03% of the portfolio, ranked #18.

Grantvest Financial Group 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.

Grantvest Financial Group held 21,457 shares of Vanguard S&P 500 Growth ETF worth $1.77M as of Q2 2026.
Grantvest Financial Group bought 1,015 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $80.6K.
Vanguard S&P 500 Growth ETF made up 1.03% of Grantvest Financial Group's portfolio in Q2 2026, its #18 holding.
Grantvest Financial Group 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 Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.