Kelly Lawrence W & Associates’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Kelly Lawrence W & 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 Q1	–	Sell	-3,990	Closed	-$296K	–	132
2025 Q4	$296K	Hold	3,990	–	–	0.07%	71
2025 Q3	$290K	Hold	3,990	–	–	0.07%	71
2025 Q2	$264K	Hold	3,990	–	–	0.07%	68
2025 Q1	$222K	Hold	3,990	–	–	0.05%	76
2024 Q4	$243K	Hold	3,990	–	–	0.06%	77
2024 Q3	$230K	Hold	3,990	–	–	0.05%	81
2024 Q2	$222K	Hold	3,990	–	–	0.05%	79
2024 Q1	$203K	Buy	+3,990	New	+$193K	0.05%	76

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

Kelly Lawrence W & Associates's VOOG Position: Q1 2026 in Review

Kelly Lawrence W & Associates sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 3,990 shares — an estimated $296K sold.

Kelly Lawrence W & Associates first reported a position in VOOG in Q1 2024 and held it in 8 quarters. The position peaked at $296K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Kelly Lawrence W & Associates reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Kelly Lawrence W & Associates sold 3,990 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $296K.
Kelly Lawrence W & Associates first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and held it in 8 quarters.
Kelly Lawrence W & Associates's Vanguard S&P 500 Growth ETF position peaked at $296K in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2026, filed 15 May 2026.