Innovative Wealth Building
VOOG icon

Innovative Wealth Building’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Innovative Wealth Building’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
Q3 		$452K Buy
5,289
+1,931
+58% +$161K 0.25% 48
2026
Q2 		$277K Sell
3,358
-1,382
-29% -$110K 0.16% 65
2026
Q1 		$322K Buy
4,740
+1,380
+41% +$100K 0.23% 50
2025
Q4 		$249K Sell
3,360
-1,188
-26% -$87.4K 0.18% 54
2025
Q3 		$330K Sell
4,548
-150
-3% -$10.4K 0.26% 42
2025
Q2 		$310K Sell
4,698
-138
-3% -$8.21K 0.26% 40
2025
Q1 		$270K Buy
4,836
+306
+7% +$18.5K 0.25% 42
2024
Q4 		$276K Buy
+4,530
New +$272K 0.25% 43

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Innovative Wealth Building's VOOG Position: Q3 2026 in Review

Innovative Wealth Building increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 58% in Q3 2026, buying an estimated $161K and bringing the position to 5,289 shares worth $452K. The position accounts for 0.25% of the portfolio, ranked #48.

Innovative Wealth Building first reported a position in VOOG in Q4 2024 and has held it in 8 quarters since. 696 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • Innovative Wealth Building held 5,289 shares of Vanguard S&P 500 Growth ETF worth $452K as of Q3 2026.
  • Innovative Wealth Building bought 1,931 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $161K.
  • Vanguard S&P 500 Growth ETF made up 0.25% of Innovative Wealth Building's portfolio in Q3 2026, its #48 holding.
  • Innovative Wealth Building first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.