Icon Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Icon Wealth Advisors’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	$213K	Buy	+2,580	New	+$205K	0.01%	397
2025 Q4	–	Sell	-2,580	Closed	-$187K	–	521
2025 Q3	$187K	Hold	2,580	–	–	0.01%	379
2025 Q2	$171K	Hold	2,580	–	–	0.01%	398
2025 Q1	$144K	Hold	2,580	–	–	0.01%	414
2024 Q4	$157K	Buy	2,580 +360	+16%	+$21.6K	0.01%	419
2024 Q3	$128K	Hold	2,220	–	–	0.01%	433
2024 Q2	$122K	Hold	2,220	–	–	0.01%	400
2024 Q1	$113K	Hold	2,220	–	–	0.01%	450
2023 Q4	$100K	Buy	+2,220	New	+$95K	0.01%	430

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

Icon Wealth Advisors's VOOG Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 2,580 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in VOOG as recently as Q3 2025.

Icon Wealth Advisors first reported a position in VOOG in Q4 2023 and has held it in 9 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Icon Wealth Advisors held 2,580 shares of Vanguard S&P 500 Growth ETF worth $213K as of Q2 2026.
Vanguard S&P 500 Growth ETF was a new Icon Wealth Advisors position in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #397 holding.
Icon Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and has held it in 9 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.