JWCA
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J.W. Cole Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

J.W. Cole Advisors’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 		$15M Buy
+181,189
New +$14.4M 0.26% 74
2026
Q1 		– Sell
-170,700
Closed -$12.6M – 1464
2025
Q4 		$12.6M Buy
170,700
+858
+0.5% +$63.1K 0.31% 58
2025
Q3 		$12.3M Buy
169,842
+11,388
+7% +$788K 0.24% 74
2025
Q2 		$10.5M Buy
158,454
+17,448
+12% +$1.04M 0.22% 90
2025
Q1 		$7.86M Buy
141,006
+78,540
+126% +$4.76M 0.24% 78
2024
Q4 		$3.81M Buy
62,466
+1,170
+2% +$70.2K 0.15% 138
2024
Q3 		$3.53M Sell
61,296
-228
-0.4% -$12.7K 0.15% 142
2024
Q2 		$3.42M Buy
61,524
+1,782
+3% +$92.4K 0.16% 135
2024
Q1 		$3.03M Buy
59,742
+2,922
+5% +$141K 0.15% 150
2023
Q4 		$2.56M Sell
56,820
-48,732
-46% -$2.09M 0.15% 161
2023
Q3 		$4.34M Buy
105,552
+14,958
+17% +$636K 0.32% 74
2023
Q2 		$3.84M Buy
90,594
+3,834
+4% +$152K 0.27% 86
2023
Q1 		$3.33M Sell
86,760
-534
-0.6% -$19.6K 0.24% 106
2022
Q4 		$3.07M Buy
87,294
+390
+0.4% +$14.1K 0.24% 109
2022
Q3 		$3.02M Hold
86,904
– – 0.25% 99
2022
Q2 		$3.15M Buy
86,904
+6,558
+8% +$261K 0.25% 95
2022
Q1 		$3.69M Buy
80,346
+12,330
+18% +$557K 0.25% 98
2021
Q4 		$3.42M Buy
+68,016
New +$3.3M 0.22% 106
2021
Q3 		– Sell
-46,140
Closed -$2.02M – 780
2021
Q2 		$2.02M Buy
+46,140
New +$1.92M 0.16% 152
2020
Q4 		– Sell
-64,626
Closed -$2.25M – 879
2020
Q3 		$2.25M Buy
+64,626
New +$2.2M 0.17% 136
2020
Q1 		– Sell
-39,030
Closed -$1.13M – 496
2019
Q4 		$1.13M Buy
+39,030
New +$1.08M 0.14% 169

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

J.W. Cole Advisors's VOOG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 181,189 shares worth $15M. The stake represents 0.26% of the portfolio and ranks #74 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VOOG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in VOOG in Q4 2019 and has held it in 21 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • J.W. Cole Advisors held 181,189 shares of Vanguard S&P 500 Growth ETF worth $15M as of Q2 2026.
  • Vanguard S&P 500 Growth ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up 0.26% of J.W. Cole Advisors's portfolio in Q2 2026, its #74 holding.
  • J.W. Cole Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2019 and has held it in 21 quarters since.
  • 751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.