JFS Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

JFS Wealth 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	$2.98M	Buy	36,108 +12,660	+54%	+$1M	0.15%	85
2026 Q1	$1.59M	Buy	23,448 +5,280	+29%	+$382K	0.09%	125
2025 Q4	$1.35M	Hold	18,168	–	–	0.08%	141
2025 Q3	$1.32M	Sell	18,168 -24	-0.1%	-$1.66K	0.08%	146
2025 Q2	$1.2M	Buy	18,192 +14,142	+349%	+$841K	0.08%	140
2025 Q1	$226K	Buy	+4,050	New	+$245K	0.02%	285
2023 Q2	–	Sell	-300	Closed	-$11.5K	–	2012
2023 Q1	$11.5K	Buy	+300	New	+$11K	﹤0.01%	670

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

JFS Wealth Advisors's VOOG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 54% in Q2 2026, buying an estimated $1M and bringing the position to 36,108 shares worth $2.98M. The position accounts for 0.15% of the portfolio, ranked #85.

JFS Wealth Advisors first reported a position in VOOG in Q1 2023 and has held it in 7 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

JFS Wealth Advisors held 36,108 shares of Vanguard S&P 500 Growth ETF worth $2.98M as of Q2 2026.
JFS Wealth Advisors bought 12,660 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $1M.
Vanguard S&P 500 Growth ETF made up 0.15% of JFS Wealth Advisors's portfolio in Q2 2026, its #85 holding.
JFS Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q1 2023 and has held it in 7 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.