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

Gries Financial’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
2025
Q3 		$1.14M Hold
15,708
– – 0.18% 124
2025
Q2 		$1.04M Hold
15,708
– – 0.19% 121
2025
Q1 		$876K Sell
15,708
-138
-0.9% -$8.36K 0.17% 123
2024
Q4 		$967K Sell
15,846
-114
-0.7% -$6.84K 0.17% 123
2024
Q3 		$918K Hold
15,960
– – 0.17% 129
2024
Q2 		$887K Hold
15,960
– – 0.18% 114
2024
Q1 		$811K Buy
15,960
+9,180
+135% +$443K 0.14% 135
2023
Q4 		$306K Buy
+6,780
New +$290K 0.07% 168

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Gries Financial's VOOG Position: Q3 2025 in Review

Gries Financial held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q3 2025 at 15,708 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #124.

Gries Financial first reported a position in VOOG in Q4 2023 and has held it in 8 quarters since. 637 funds tracked by Wall St. Rank hold VOOG as of Q3 2025.

  • Gries Financial held 15,708 shares of Vanguard S&P 500 Growth ETF worth $1.14M as of Q3 2025.
  • Gries Financial left its Vanguard S&P 500 Growth ETF share count unchanged in Q3 2025.
  • Vanguard S&P 500 Growth ETF made up 0.18% of Gries Financial's portfolio in Q3 2025, its #124 holding.
  • Gries Financial first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • 637 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.