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Gratus Capital’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Gratus Capital’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
2024
Q2 		$1.22M Buy
22,038
+6,000
+37% +$311K 0.05% 163
2024
Q1 		$814K Buy
+16,038
New +$775K 0.04% 187

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Gratus Capital's VOOG Position: Q2 2024 in Review

Gratus Capital increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 37% in Q2 2024, buying an estimated $311K and bringing the position to 22,038 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #163.

Gratus Capital first reported a position in VOOG in Q1 2024 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold VOOG as of Q2 2024.

  • Gratus Capital held 22,038 shares of Vanguard S&P 500 Growth ETF worth $1.22M as of Q2 2024.
  • Gratus Capital bought 6,000 Vanguard S&P 500 Growth ETF shares in Q2 2024, an estimated $311K.
  • Vanguard S&P 500 Growth ETF made up 0.05% of Gratus Capital's portfolio in Q2 2024, its #163 holding.
  • Gratus Capital first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.