Independent Financial Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Independent Financial Group’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	$6.46M	Buy	78,167 +6,185	+9%	+$491K	0.12%	163
2026 Q1	$4.89M	Buy	71,982 +5,628	+8%	+$407K	0.11%	179
2025 Q4	$4.92M	Buy	66,354 +13,770	+26%	+$1.01M	0.11%	175
2025 Q3	$3.82M	Sell	52,584 -378	-0.7%	-$26.1K	0.09%	206
2025 Q2	$3.5M	Buy	52,962 +10,530	+25%	+$627K	0.1%	207
2025 Q1	$2.37M	Buy	42,432 +4,782	+13%	+$290K	0.08%	244
2024 Q4	$2.3M	Buy	37,650 +2,382	+7%	+$143K	0.08%	255
2024 Q3	$2.03M	Buy	35,268 +3,528	+11%	+$196K	0.07%	263
2024 Q2	$1.76M	Buy	31,740 +4,650	+17%	+$241K	0.07%	256
2024 Q1	$1.38M	Buy	27,090 +4,968	+22%	+$240K	0.06%	307
2023 Q4	$998K	Buy	22,122 +14,166	+178%	+$606K	0.05%	360
2023 Q3	$327K	Buy	+7,956	New	+$338K	0.02%	625

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

Independent Financial Group's VOOG Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 8.6% in Q2 2026, buying an estimated $491K and bringing the position to 78,167 shares worth $6.46M. The position accounts for 0.12% of the portfolio, ranked #163.

Independent Financial Group first reported a position in VOOG in Q3 2023 and has held it in 12 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Independent Financial Group held 78,167 shares of Vanguard S&P 500 Growth ETF worth $6.46M as of Q2 2026.
Independent Financial Group bought 6,185 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $491K.
Vanguard S&P 500 Growth ETF made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #163 holding.
Independent Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.