IWA
VOOG icon

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
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
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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Icon Wealth Advisors's VOOG Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2025, closing a stake of 2,580 shares — an estimated $187K sold.

Icon Wealth Advisors first reported a position in VOOG in Q4 2023 and held it in 8 quarters. The position peaked at $187K in Q3 2025. 701 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,580 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $187K.
  • Icon Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and held it in 8 quarters.
  • Icon Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $187K in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.