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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JDM Financial Group's VOOG Position: Q1 2026 in Review

JDM Financial Group held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2026 at 768 shares worth $52.2K. The position accounts for 0.02% of the portfolio, ranked #106.

JDM Financial Group first reported a position in VOOG in Q4 2022 and has held it in 14 quarters since. The position peaked at $93.7K in Q4 2024. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

JDM Financial Group held 768 shares of Vanguard S&P 500 Growth ETF worth $52.2K as of Q1 2026.
JDM Financial Group left its Vanguard S&P 500 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P 500 Growth ETF made up 0.02% of JDM Financial Group's portfolio in Q1 2026, its #106 holding.
JDM Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's Vanguard S&P 500 Growth ETF position peaked at $93.7K in Q4 2024.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.