HB Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

HB Wealth Management’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	$2.66M	Buy	32,187 +23,193	+258%	+$1.84M	0.01%	401
2026 Q1	$611K	Buy	8,994 +3,876	+76%	+$280K	﹤0.01%	883
2025 Q4	$379K	Buy	5,118 +1,356	+36%	+$99.8K	﹤0.01%	1025
2025 Q3	$273K	Buy	3,762 +738	+24%	+$51K	﹤0.01%	1120
2025 Q2	$200K	Sell	3,024 -3,342	-52%	-$199K	﹤0.01%	1109
2025 Q1	$355K	Buy	+6,366	New	+$386K	﹤0.01%	896
2024 Q3	–	Sell	-4,458	Closed	-$248K	–	1021
2024 Q2	$248K	Buy	+4,458	New	+$231K	﹤0.01%	775
2024 Q1	–	Sell	-8,358	Closed	-$377K	–	870
2023 Q4	$377K	Buy	8,358 +642	+8%	+$27.5K	0.01%	529
2023 Q3	$317K	Sell	7,716 -48	-0.6%	-$2.04K	0.01%	546
2023 Q2	$329K	Sell	7,764 -9,642	-55%	-$383K	0.01%	520
2023 Q1	$669K	Buy	17,406 +7,584	+77%	+$279K	0.01%	355
2022 Q4	$345K	Buy	+9,822	New	+$355K	0.01%	485

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

HB Wealth Management's VOOG Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 258% in Q2 2026, buying an estimated $1.84M and bringing the position to 32,187 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #401.

HB Wealth Management first reported a position in VOOG in Q4 2022 and has held it in 12 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

HB Wealth Management held 32,187 shares of Vanguard S&P 500 Growth ETF worth $2.66M as of Q2 2026.
HB Wealth Management bought 23,193 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $1.84M.
Vanguard S&P 500 Growth ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #401 holding.
HB Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 12 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.