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Investment Advisory Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Investment Advisory Group’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 		$1.39M Buy
16,798
+16
+0.1% +$1.27K 0.3% 68
2026
Q1 		$1.14M Buy
16,782
+24
+0.1% +$1.74K 0.29% 71
2025
Q4 		$1.24M Sell
16,758
-30
-0.2% -$2.21K 0.32% 68
2025
Q3 		$1.22M Buy
16,788
+18
+0.1% +$1.25K 0.33% 63
2025
Q2 		$1.11M Buy
16,770
+24
+0.1% +$1.43K 0.34% 61
2025
Q1 		$934K Buy
16,746
+24
+0.1% +$1.46K 0.31% 65
2024
Q4 		$1.02M Buy
16,722
+42
+0.3% +$2.52K 0.34% 62
2024
Q3 		$960K Buy
16,680
+24
+0.1% +$1.33K 0.33% 61
2024
Q2 		$926K Hold
16,656
– – 0.36% 59
2024
Q1 		$846K Buy
16,656
+12
+0.1% +$580 0.35% 60
2023
Q4 		$751K Buy
16,644
+102
+0.6% +$4.37K 0.35% 59
2023
Q3 		$681K Buy
16,542
+42
+0.3% +$1.79K 0.35% 58
2023
Q2 		$699K Buy
16,500
+414
+3% +$16.5K 0.36% 57
2023
Q1 		$618K Buy
16,086
+42
+0.3% +$1.54K 0.36% 60
2022
Q4 		$564K Buy
16,044
+912
+6% +$32.9K 0.35% 61
2022
Q3 		$526K Hold
15,132
– – 0.37% 59
2022
Q2 		$549K Sell
15,132
-5,970
-28% -$238K 0.37% 56
2022
Q1 		$969K Buy
+21,102
New +$953K 0.59% 41

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Investment Advisory Group's VOOG Position: Q2 2026 in Review

Investment Advisory Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.1% in Q2 2026, buying an estimated $1.27K and bringing the position to 16,798 shares worth $1.39M. The position accounts for 0.3% of the portfolio, ranked #68.

Investment Advisory Group first reported a position in VOOG in Q1 2022 and has held it in 18 quarters since. 754 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Investment Advisory Group held 16,798 shares of Vanguard S&P 500 Growth ETF worth $1.39M as of Q2 2026.
  • Investment Advisory Group bought 16 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $1.27K.
  • Vanguard S&P 500 Growth ETF made up 0.3% of Investment Advisory Group's portfolio in Q2 2026, its #68 holding.
  • Investment Advisory Group first reported a position in Vanguard S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 754 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.