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Integrated Wealth Concepts’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Integrated Wealth Concepts’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
Q1 		$1.9M Buy
28,008
+14,454
+107% +$1.05M 0.02% 772
2025
Q4 		$1M Sell
13,554
-9,240
-41% -$680K 0.01% 772
2025
Q3 		$1.65M Sell
22,794
-1,134
-5% -$78.4K 0.01% 750
2025
Q2 		$1.58M Buy
23,928
+1,374
+6% +$81.8K 0.02% 711
2025
Q1 		$1.26M Buy
22,554
+876
+4% +$53.1K 0.01% 727
2024
Q4 		$1.32M Buy
21,678
+2,094
+11% +$126K 0.02% 704
2024
Q3 		$1.13M Buy
19,584
+2,820
+17% +$156K 0.01% 747
2024
Q2 		$932K Sell
16,764
-438
-3% -$22.7K 0.01% 794
2024
Q1 		$874K Sell
17,202
-3,384
-16% -$163K 0.01% 817
2023
Q4 		$929K Sell
20,586
-360
-2% -$15.4K 0.02% 752
2023
Q3 		$862K Sell
20,946
-246
-1% -$10.5K 0.02% 751
2023
Q2 		$898K Buy
21,192
+846
+4% +$33.6K 0.02% 724
2023
Q1 		$781K Buy
20,346
+14,442
+245% +$531K 0.02% 707
2022
Q4 		$208K Buy
5,904
+6
+0.1% +$217 0.01% 933
2022
Q3 		$205K Buy
5,898
+246
+4% +$9.61K 0.01% 864
2022
Q2 		$205K Hold
5,652
– – 0.01% 894
2022
Q1 		$260K Buy
5,652
+558
+11% +$25.2K 0.01% 792
2021
Q4 		$256K Buy
+5,094
New +$247K 0.01% 847

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Integrated Wealth Concepts's VOOG Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 107% in Q1 2026, buying an estimated $1.05M and bringing the position to 28,008 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #772.

Integrated Wealth Concepts first reported a position in VOOG in Q4 2021 and has held it in 18 quarters since. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Integrated Wealth Concepts held 28,008 shares of Vanguard S&P 500 Growth ETF worth $1.9M as of Q1 2026.
  • Integrated Wealth Concepts bought 14,454 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $1.05M.
  • Vanguard S&P 500 Growth ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #772 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.