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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
Q2 		$277K Sell
3,358
-1,382
-29% -$110K 0.16% 65
2026
Q1 		$322K Buy
4,740
+1,380
+41% +$99.8K 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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Innovative Wealth Building's VOOG Position: Q2 2026 in Review

Innovative Wealth Building reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 29% in Q2 2026, selling an estimated $110K and leaving 3,358 shares worth $277K. The position accounts for 0.16% of the portfolio, ranked #65.

Innovative Wealth Building first reported a position in VOOG in Q4 2024 and has held it in 7 quarters since. The position peaked at $330K in Q3 2025. 496 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Innovative Wealth Building held 3,358 shares of Vanguard S&P 500 Growth ETF worth $277K as of Q2 2026.
  • Innovative Wealth Building sold 1,382 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $110K.
  • Vanguard S&P 500 Growth ETF made up 0.16% of Innovative Wealth Building's portfolio in Q2 2026, its #65 holding.
  • Innovative Wealth Building first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Innovative Wealth Building's Vanguard S&P 500 Growth ETF position peaked at $330K in Q3 2025.
  • 496 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.