JDM Financial Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

JDM Financial 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	$75.4K	Buy	912 +144	+19%	+$11.4K	0.03%	93
2026 Q1	$52.2K	Hold	768	–	–	0.02%	106
2025 Q4	$56.9K	Sell	768 -72	-9%	-$5.3K	0.02%	99
2025 Q3	$61K	Sell	840 -36	-4%	-$2.49K	0.03%	90
2025 Q2	$57.9K	Hold	876	–	–	0.03%	86
2025 Q1	$48.8K	Sell	876 -660	-43%	-$40K	0.02%	88
2024 Q4	$93.7K	Buy	1,536 +372	+32%	+$22.3K	0.05%	63
2024 Q3	$67K	Hold	1,164	–	–	0.04%	71
2024 Q2	$64.7K	Hold	1,164	–	–	0.04%	68
2024 Q1	$59.1K	Buy	1,164 +204	+21%	+$9.85K	0.04%	65
2023 Q4	$43.3K	Hold	960	–	–	0.04%	73
2023 Q3	$39.5K	Hold	960	–	–	0.04%	75
2023 Q2	$40.7K	Hold	960	–	–	0.04%	76
2023 Q1	$36.9K	Hold	960	–	–	0.03%	80
2022 Q4	$33.8K	Buy	+960	New	+$34.7K	0.03%	78

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 22.96% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JDM Financial Group's VOOG Position: Q2 2026 in Review

JDM Financial Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 19% in Q2 2026, buying an estimated $11.4K and bringing the position to 912 shares worth $75.4K. The position accounts for 0.03% of the portfolio, ranked #93.

JDM Financial Group first reported a position in VOOG in Q4 2022 and has held it in 15 quarters since. The position peaked at $93.7K in Q4 2024. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

JDM Financial Group held 912 shares of Vanguard S&P 500 Growth ETF worth $75.4K as of Q2 2026.
JDM Financial Group bought 144 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $11.4K.
Vanguard S&P 500 Growth ETF made up 0.03% of JDM Financial Group's portfolio in Q2 2026, its #93 holding.
JDM Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Vanguard S&P 500 Growth ETF position peaked at $93.7K in Q4 2024.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.