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 Q2	$897K	Sell	10,854 -4,320	-28%	-$343K	0.02%	492
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 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 22.9% 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

Independent Advisor Alliance's VOOG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 28% in Q2 2026, selling an estimated $343K and leaving 10,854 shares worth $897K. The position accounts for 0.02% of the portfolio, ranked #492.

Independent Advisor Alliance first reported a position in VOOG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2026. 756 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Independent Advisor Alliance held 10,854 shares of Vanguard S&P 500 Growth ETF worth $897K as of Q2 2026.
Independent Advisor Alliance sold 4,320 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $343K.
Vanguard S&P 500 Growth ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #492 holding.
Independent Advisor Alliance first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Independent Advisor Alliance's Vanguard S&P 500 Growth ETF position peaked at $1.03M in Q1 2026.
756 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.