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HM Payson & Co’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

HM Payson & Co’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 		$182K Hold
2,202
– – ﹤0.01% 465
2026
Q1 		$150K Hold
2,202
– – ﹤0.01% 488
2025
Q4 		$163K Hold
2,202
– – ﹤0.01% 471
2025
Q3 		$160K Hold
2,202
– – ﹤0.01% 475
2025
Q2 		$146K Hold
2,202
– – ﹤0.01% 476
2025
Q1 		$123K Hold
2,202
– – ﹤0.01% 501
2024
Q4 		$134K Hold
2,202
– – ﹤0.01% 488
2024
Q3 		$127K Hold
2,202
– – ﹤0.01% 494
2024
Q2 		$122K Hold
2,202
– – ﹤0.01% 476
2024
Q1 		$112K Hold
2,202
– – ﹤0.01% 488
2023
Q4 		$99.4K Hold
2,202
– – ﹤0.01% 494
2023
Q3 		$90.6K Hold
2,202
– – ﹤0.01% 494
2023
Q2 		$93.3K Hold
2,202
– – ﹤0.01% 490
2023
Q1 		$84.6K Buy
+2,202
New +$80.9K ﹤0.01% 494
2020
Q4 		– Sell
-174
Closed -$6K – 1158
2020
Q3 		$6K Buy
+174
New +$5.92K ﹤0.01% 881

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HM Payson & Co's VOOG Position: Q2 2026 in Review

HM Payson & Co held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 2,202 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

HM Payson & Co first reported a position in VOOG in Q3 2020 and has held it in 15 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • HM Payson & Co held 2,202 shares of Vanguard S&P 500 Growth ETF worth $182K as of Q2 2026.
  • HM Payson & Co left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #465 holding.
  • HM Payson & Co first reported a position in Vanguard S&P 500 Growth ETF in Q3 2020 and has held it in 15 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.