Insigneo Advisory Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Insigneo Advisory Services’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
2025 Q1	–	Sell	-3,552	Closed	-$217K	–	685
2024 Q4	$217K	Buy	+3,552	New	+$213K	0.02%	508
2024 Q3	–	Sell	-24,594	Closed	-$1.25M	–	653
2024 Q2	$1.25M	Hold	24,594	–	–	0.14%	143
2024 Q1	$1.25M	Hold	24,594	–	–	0.15%	132
2023 Q4	$1.11M	Hold	24,594	–	–	0.16%	133
2023 Q3	$1.01M	Hold	24,594	–	–	0.21%	103
2023 Q2	$1.04M	Hold	24,594	–	–	0.2%	104
2023 Q1	$945K	Hold	24,594	–	–	0.3%	67
2022 Q4	$865K	Buy	+24,594	New	+$888K	0.33%	61

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Insigneo Advisory Services's VOOG Position: Q1 2025 in Review

Insigneo Advisory Services sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2025, closing a stake of 3,552 shares — an estimated $217K sold.

Insigneo Advisory Services first reported a position in VOOG in Q4 2022 and held it in 8 quarters. The position peaked at $1.25M in Q2 2024. 567 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

Insigneo Advisory Services reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Insigneo Advisory Services sold 3,552 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $217K.
Insigneo Advisory Services first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and held it in 8 quarters.
Insigneo Advisory Services's Vanguard S&P 500 Growth ETF position peaked at $1.25M in Q2 2024.
567 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

Based on Insigneo Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.