IAA
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Independent Advisor Alliance’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Independent Advisor Alliance’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 		$1.03M Buy
15,174
+4,506
+42% +$326K 0.01% 818
2025
Q4 		$790K Buy
10,668
+48
+0.5% +$3.53K 0.02% 533
2025
Q3 		$771K Hold
10,620
– – 0.02% 502
2025
Q2 		$702K Buy
10,620
+66
+0.6% +$3.93K 0.02% 493
2025
Q1 		$588K Sell
10,554
-3,366
-24% -$204K 0.02% 489
2024
Q4 		$849K Buy
+13,920
New +$835K 0.01% 776

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return