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

Kingswood 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 		$2.16M Sell
26,095
-3,047
-10% -$242K 0.09% 246
2026
Q1 		$1.98M Buy
29,142
+5,658
+24% +$409K 0.09% 242
2025
Q4 		$1.74M Buy
23,484
+2,832
+14% +$208K 0.08% 243
2025
Q3 		$1.5M Buy
20,652
+474
+2% +$32.8K 0.09% 228
2025
Q2 		$1.33M Sell
20,178
-6
-0% -$357 0.11% 209
2025
Q1 		$1.13M Sell
20,184
-6,606
-25% -$400K 0.1% 222
2024
Q4 		$1.63M Buy
26,790
+5,442
+25% +$326K 0.12% 176
2024
Q3 		$1.23M Sell
21,348
-60
-0.3% -$3.33K 0.09% 255
2024
Q2 		$1.19M Sell
21,408
-306
-1% -$15.9K 0.11% 202
2024
Q1 		$1.1M Sell
21,714
-2,808
-11% -$136K 0.13% 186
2023
Q4 		$1.11M Buy
24,522
+660
+3% +$28.2K 0.13% 178
2023
Q3 		$1.25M Buy
23,862
+17,424
+271% +$741K 0.21% 124
2023
Q2 		$273K Buy
+6,438
New +$256K 0.09% 211

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 10% in Q2 2026, selling an estimated $242K and leaving 26,095 shares worth $2.16M. The position accounts for 0.09% of the portfolio, ranked #246.

Kingswood Wealth Advisors first reported a position in VOOG in Q2 2023 and has held it in 13 quarters since. 748 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Kingswood Wealth Advisors held 26,095 shares of Vanguard S&P 500 Growth ETF worth $2.16M as of Q2 2026.
  • Kingswood Wealth Advisors sold 3,047 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $242K.
  • Vanguard S&P 500 Growth ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #246 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 748 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.