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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Grantvest Financial Group's VOOG Position: Q1 2026 in Review

Grantvest Financial Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.79% in Q1 2026, selling an estimated $11.7K and leaving 20,442 shares worth $1.39M. The position accounts for 0.9% of the portfolio, ranked #20.

Grantvest Financial Group first reported a position in VOOG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q4 2025. 683 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Grantvest Financial Group held 20,442 shares of Vanguard S&P 500 Growth ETF worth $1.39M as of Q1 2026.
  • Grantvest Financial Group sold 162 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $11.7K.
  • Vanguard S&P 500 Growth ETF made up 0.9% of Grantvest Financial Group's portfolio in Q1 2026, its #20 holding.
  • Grantvest Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's Vanguard S&P 500 Growth ETF position peaked at $1.53M in Q4 2025.
  • 683 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.