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

Iams 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	$5.98M	Buy	72,383 +27,503	+61%	+$2.18M	1.8%	11
2026 Q1	$3.05M	Buy	44,880 +15,456	+53%	+$1.12M	1.06%	22
2025 Q4	$2.18M	Buy	29,424 +16,302	+124%	+$1.2M	0.79%	41
2025 Q3	$953K	Buy	13,122 +924	+8%	+$63.9K	0.38%	79
2025 Q2	$806K	Buy	+12,198	New	+$726K	0.37%	78

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

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

Iams Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 61% in Q2 2026, buying an estimated $2.18M and bringing the position to 72,383 shares worth $5.98M. The position accounts for 1.8% of the portfolio, ranked #11.

Iams Wealth Management first reported a position in VOOG in Q2 2025 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Iams Wealth Management held 72,383 shares of Vanguard S&P 500 Growth ETF worth $5.98M as of Q2 2026.
Iams Wealth Management bought 27,503 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $2.18M.
Vanguard S&P 500 Growth ETF made up 1.8% of Iams Wealth Management's portfolio in Q2 2026, its #11 holding.
Iams Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
748 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.