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Great Point Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Great Point Wealth Advisors’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 		$240K Buy
+2,910
New +$231K 0.04% 66
2026
Q1 		– Sell
-2,910
Closed -$216K – 67
2025
Q4 		$216K Hold
2,910
– – 0.04% 63
2025
Q3 		$211K Buy
+2,910
New +$201K 0.04% 64

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

Great Point Wealth Advisors's VOOG Position: Q2 2026 in Review

Great Point Wealth Advisors opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 2,910 shares worth $240K. The stake represents 0.04% of the portfolio and ranks #66 among its holdings. This is a return to the name: Great Point Wealth Advisors previously reported a position in VOOG as recently as Q4 2025.

Great Point Wealth Advisors first reported a position in VOOG in Q3 2025 and has held it in 3 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Great Point Wealth Advisors held 2,910 shares of Vanguard S&P 500 Growth ETF worth $240K as of Q2 2026.
  • Vanguard S&P 500 Growth ETF was a new Great Point Wealth Advisors position in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up 0.04% of Great Point Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Great Point Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.