IEQ Capital’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

IEQ Capital’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 Q1	$927K	Buy	13,644 +12	+0.1%	+$868	﹤0.01%	1075
2025 Q4	$1.01M	Buy	13,632 +558	+4%	+$41.1K	﹤0.01%	1040
2025 Q3	$949K	Buy	13,074 +120	+0.9%	+$8.3K	﹤0.01%	1016
2025 Q2	$856K	Sell	12,954 -1,356	-9%	-$80.7K	0.01%	910
2025 Q1	$798K	Buy	14,310 +30	+0.2%	+$1.82K	0.01%	819
2024 Q4	$871K	Buy	14,280 +6,420	+82%	+$385K	0.01%	700
2024 Q3	$452K	Buy	+7,860	New	+$436K	0.01%	790
2022 Q3	–	Sell	-20,418	Closed	-$741K	–	886
2022 Q2	$741K	Buy	20,418 +516	+3%	+$20.5K	0.02%	374
2022 Q1	$914K	Buy	19,902 +186	+0.9%	+$8.4K	0.02%	350
2021 Q4	$991K	Buy	+19,716	New	+$955K	0.02%	309

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

IEQ Capital's VOOG Position: Q1 2026 in Review

IEQ Capital increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.09% in Q1 2026, buying an estimated $868 and bringing the position to 13,644 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

IEQ Capital first reported a position in VOOG in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

IEQ Capital held 13,644 shares of Vanguard S&P 500 Growth ETF worth $927K as of Q1 2026.
IEQ Capital bought 12 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $868.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1075 holding.
IEQ Capital first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 10 quarters since.
IEQ Capital's Vanguard S&P 500 Growth ETF position peaked at $1.01M in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.