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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gutierrez Wealth Advisory's VOOG Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 17% in Q2 2026, buying an estimated $261K and bringing the position to 22,234 shares worth $1.84M. The position accounts for 1.06% of the portfolio, ranked #17.

Gutierrez Wealth Advisory first reported a position in VOOG in Q2 2025 and has held it in 5 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Gutierrez Wealth Advisory held 22,234 shares of Vanguard S&P 500 Growth ETF worth $1.84M as of Q2 2026.
Gutierrez Wealth Advisory bought 3,292 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $261K.
Vanguard S&P 500 Growth ETF made up 1.06% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #17 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.