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

Investment Research & 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 Q1	–	Sell	-84	Closed	-$6.22K	–	295
2025 Q4	$6.22K	Hold	84	–	–	﹤0.01%	211
2025 Q3	$6.1K	Buy	+84	New	+$5.81K	﹤0.01%	197
2021 Q1	–	Sell	-378	Closed	-$15K	–	149
2020 Q4	$15K	Hold	378	–	–	0.01%	123
2020 Q3	$13K	Hold	378	–	–	0.01%	126
2020 Q2	$12K	Hold	378	–	–	0.01%	126
2020 Q1	$9K	Hold	378	–	–	0.01%	127
2019 Q4	$11K	Buy	+378	New	+$10.5K	0.01%	159

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Investment Research & Advisory Group's VOOG Position: Q1 2026 in Review

Investment Research & Advisory Group sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 84 shares — an estimated $6.22K sold.

Investment Research & Advisory Group first reported a position in VOOG in Q4 2019 and held it in 7 quarters. The position peaked at $15K in Q4 2020. 687 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Investment Research & Advisory Group reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Investment Research & Advisory Group sold 84 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $6.22K.
Investment Research & Advisory Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2019 and held it in 7 quarters.
Investment Research & Advisory Group's Vanguard S&P 500 Growth ETF position peaked at $15K in Q4 2020.
687 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Investment Research & Advisory Group's 13F filing for Q1 2026, filed 20 Apr 2026.