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Kestra Private Wealth Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Kestra Private Wealth Services’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 		$947K Buy
13,944
+732
+6% +$52.9K 0.01% 864
2025
Q4 		$979K Buy
13,212
+1,830
+16% +$135K 0.01% 817
2025
Q3 		$826K Buy
11,382
+606
+6% +$41.9K 0.01% 860
2025
Q2 		$712K Buy
10,776
+4,446
+70% +$265K 0.01% 881
2025
Q1 		$353K Buy
6,330
+348
+6% +$21.1K 0.01% 1120
2024
Q4 		$365K Buy
5,982
+702
+13% +$42.1K 0.01% 1060
2024
Q3 		$304K Sell
5,280
-408
-7% -$22.6K 0.01% 1080
2024
Q2 		$316K Buy
5,688
+672
+13% +$34.8K 0.01% 1030
2024
Q1 		$255K Buy
5,016
+222
+5% +$10.7K 0.01% 1079
2023
Q4 		$216K Buy
+4,794
New +$205K 0.01% 1082
2023
Q2 		– Sell
-5,568
Closed -$214K – 1137
2023
Q1 		$214K Buy
+5,568
New +$205K 0.01% 903
2022
Q4 		– Sell
-6,372
Closed -$222K – 994
2022
Q3 		$222K Sell
6,372
-564
-8% -$22K 0.01% 750
2022
Q2 		$252K Sell
6,936
-948
-12% -$37.7K 0.01% 720
2022
Q1 		$362K Sell
7,884
-12,666
-62% -$572K 0.02% 683
2021
Q4 		$1.03M Sell
20,550
-90
-0.4% -$4.36K 0.05% 377
2021
Q3 		$917K Sell
20,640
-420
-2% -$19.3K 0.05% 374
2021
Q2 		$921K Buy
21,060
+1,302
+7% +$54.2K 0.06% 349
2021
Q1 		$774K Sell
19,758
-552
-3% -$21.5K 0.05% 352
2020
Q4 		$776K Buy
+20,310
New +$741K 0.06% 331

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kestra Private Wealth Services's VOOG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 5.5% in Q1 2026, buying an estimated $52.9K and bringing the position to 13,944 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #864.

Kestra Private Wealth Services first reported a position in VOOG in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2021. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Kestra Private Wealth Services held 13,944 shares of Vanguard S&P 500 Growth ETF worth $947K as of Q1 2026.
  • Kestra Private Wealth Services bought 732 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $52.9K.
  • Vanguard S&P 500 Growth ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #864 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • Kestra Private Wealth Services's Vanguard S&P 500 Growth ETF position peaked at $1.03M in Q4 2021.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.