HFS
VOOG icon

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

Heritage Financial Services’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
Q4 		– Sell
-2,784
Closed -$202K – 140
2025
Q3 		$202K Buy
+2,784
New +$193K 0.02% 132

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Heritage Financial Services's VOOG Position: Q4 2025 in Review

Heritage Financial Services sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2025, closing a stake of 2,784 shares — an estimated $202K sold.

Heritage Financial Services first reported a position in VOOG in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 701 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

  • Heritage Financial Services reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Financial Services sold 2,784 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $202K.
  • Heritage Financial Services first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Heritage Financial Services's Vanguard S&P 500 Growth ETF position peaked at $202K in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.