Great Valley Advisor Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Great Valley Advisor 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	$2.85M	Sell	41,880 -11,808	-22%	-$854K	0.05%	307
2025 Q4	$3.98M	Buy	53,688 +10,872	+25%	+$800K	0.08%	221
2025 Q3	$3.11M	Sell	42,816 -420	-1%	-$29K	0.06%	249
2025 Q2	$2.86M	Sell	43,236 -5,400	-11%	-$321K	0.06%	256
2025 Q1	$2.71M	Buy	48,636 +9,402	+24%	+$570K	0.06%	261
2024 Q4	$2.39M	Buy	39,234 +30,930	+372%	+$1.86M	0.05%	291
2024 Q3	$478K	Buy	8,304 +3,660	+79%	+$203K	0.01%	572
2024 Q2	$258K	Buy	+4,644	New	+$241K	0.01%	680
2024 Q1	–	Sell	-5,034	Closed	-$227K	–	787
2023 Q4	$227K	Buy	+5,034	New	+$215K	0.01%	641

Other funds holding VOOG

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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 $121B AUM 33.93% 1-Year Est. Return