Institutional & Family Asset Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Institutional & Family Asset Management’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
2022 Q2	–	Sell	-34,098	Closed	-$1.57M	–	802
2022 Q1	$1.57M	Sell	34,098 -19,620	-37%	-$886K	0.25%	81
2021 Q4	$2.7M	Buy	53,718 +25,944	+93%	+$1.26M	0.42%	69
2021 Q3	$1.23M	Buy	27,774 +6,612	+31%	+$303K	0.2%	87
2021 Q2	$925K	Sell	21,162 -1,200	-5%	-$50K	0.15%	100
2021 Q1	$876K	Hold	22,362	–	–	0.17%	93
2020 Q4	$858K	Buy	22,362 +2,736	+14%	+$99.8K	0.18%	93
2020 Q3	$682K	Buy	+19,626	New	+$667K	0.16%	98

Other funds holding VOOG

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

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

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

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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

PIM

Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

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

Institutional & Family Asset Management's VOOG Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2022, closing a stake of 34,098 shares — an estimated $1.57M sold.

Institutional & Family Asset Management first reported a position in VOOG in Q3 2020 and held it in 7 quarters. The position peaked at $2.7M in Q4 2021. 312 funds tracked by Wall St. Rank hold VOOG as of Q2 2022.

Institutional & Family Asset Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 34,098 Vanguard S&P 500 Growth ETF shares in Q2 2022, an estimated $1.57M.
Institutional & Family Asset Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2020 and held it in 7 quarters.
Institutional & Family Asset Management's Vanguard S&P 500 Growth ETF position peaked at $2.7M in Q4 2021.
312 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.