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Gross & Hartman Investments’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Gross & Hartman Investments’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 		$5.91M Sell
71,560
-5,846
-8% -$464K 2.61% 9
2026
Q1 		$5.26M Sell
77,406
-186
-0.2% -$13.4K 2.73% 9
2025
Q4 		$5.75M Buy
+77,592
New +$5.71M 3.28% 8

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gross & Hartman Investments's VOOG Position: Q2 2026 in Review

Gross & Hartman Investments reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 7.6% in Q2 2026, selling an estimated $464K and leaving 71,560 shares worth $5.91M. The position accounts for 2.61% of the portfolio, ranked #9.

Gross & Hartman Investments first reported a position in VOOG in Q4 2025 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Gross & Hartman Investments held 71,560 shares of Vanguard S&P 500 Growth ETF worth $5.91M as of Q2 2026.
  • Gross & Hartman Investments sold 5,846 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $464K.
  • Vanguard S&P 500 Growth ETF made up 2.61% of Gross & Hartman Investments's portfolio in Q2 2026, its #9 holding.
  • Gross & Hartman Investments first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 722 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.