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Hoertkorn Richard Charles’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Hoertkorn Richard Charles’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 		$196K Hold
2,376
– – 0.13% 36
2026
Q1 		$161K Sell
2,376
-228
-9% -$16.5K 0.13% 41
2025
Q4 		$193K Buy
2,604
+1,734
+199% +$128K 0.08% 42
2025
Q3 		$44.6K Sell
870
-2,334
-73% -$161K 0.02% 55
2025
Q2 		$212K Hold
3,204
– – 0.09% 40
2025
Q1 		$179K Hold
3,204
– – 0.08% 42
2024
Q4 		$195K Hold
3,204
– – 0.08% 42
2024
Q3 		$184K Hold
3,204
– – 0.08% 42
2024
Q2 		$178K Hold
3,204
– – 0.08% 44
2024
Q1 		$163K Hold
3,204
– – 0.07% 45
2023
Q4 		$145K Hold
3,204
– – 0.07% 48
2023
Q3 		$132K Hold
3,204
– – 0.07% 48
2023
Q2 		$136K Hold
3,204
– – 0.07% 47
2023
Q1 		$123K Buy
+3,204
New +$118K 0.06% 49

Other funds holding VOOG

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Hoertkorn Richard Charles's VOOG Position: Q2 2026 in Review

Hoertkorn Richard Charles held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 2,376 shares worth $196K. The position accounts for 0.13% of the portfolio, ranked #36.

Hoertkorn Richard Charles first reported a position in VOOG in Q1 2023 and has held it in 14 quarters since. The position peaked at $212K in Q2 2025. 198 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Hoertkorn Richard Charles held 2,376 shares of Vanguard S&P 500 Growth ETF worth $196K as of Q2 2026.
  • Hoertkorn Richard Charles left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up 0.13% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #36 holding.
  • Hoertkorn Richard Charles first reported a position in Vanguard S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Hoertkorn Richard Charles's Vanguard S&P 500 Growth ETF position peaked at $212K in Q2 2025.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.