Gutierrez Wealth Advisory’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Gutierrez Wealth Advisory’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 Q3	$1.88M	Sell	21,977 -257	-1%	-$21.4K	1%	18
2026 Q2	$1.84M	Buy	22,234 +3,292	+17%	+$261K	1.06%	17
2026 Q1	$1.29M	Buy	18,942 +2,760	+17%	+$200K	0.8%	21
2025 Q4	$1.2M	Buy	16,182 +18	+0.1%	+$1.32K	0.75%	20
2025 Q3	$1.17M	Buy	16,164 +24	+0.1%	+$1.66K	0.75%	20
2025 Q2	$1.07M	Buy	+16,140	New	+$960K	0.72%	21

Other funds holding VOOG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Gutierrez Wealth Advisory's VOOG Position: Q3 2026 in Review

Gutierrez Wealth Advisory reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.2% in Q3 2026, selling an estimated $21.4K and leaving 21,977 shares worth $1.88M. The position accounts for 1% of the portfolio, ranked #18.

Gutierrez Wealth Advisory first reported a position in VOOG in Q2 2025 and has held it in 6 quarters since. 456 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

Gutierrez Wealth Advisory held 21,977 shares of Vanguard S&P 500 Growth ETF worth $1.88M as of Q3 2026.
Gutierrez Wealth Advisory sold 257 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $21.4K.
Vanguard S&P 500 Growth ETF made up 1% of Gutierrez Wealth Advisory's portfolio in Q3 2026, its #18 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and has held it in 6 quarters since.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q3 2026, filed 2 Nov 2026.