JDLA
VOOG icon

J. Derek Lewis & Associates’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

J. Derek Lewis & Associates’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 		$1.02M Buy
12,293
+365
+3% +$29K 0.19% 74
2026
Q1 		$810K Buy
11,928
+66
+0.6% +$4.77K 0.18% 74
2025
Q4 		$879K Buy
+11,862
New +$873K 0.21% 63

Other funds holding VOOG

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
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

J. Derek Lewis & Associates's VOOG Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 3.1% in Q2 2026, buying an estimated $29K and bringing the position to 12,293 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #74.

J. Derek Lewis & Associates first reported a position in VOOG in Q4 2025 and has held it in 3 quarters since. 496 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • J. Derek Lewis & Associates held 12,293 shares of Vanguard S&P 500 Growth ETF worth $1.02M as of Q2 2026.
  • J. Derek Lewis & Associates bought 365 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $29K.
  • Vanguard S&P 500 Growth ETF made up 0.19% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #74 holding.
  • J. Derek Lewis & Associates first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 496 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.