KWB Wealth
VOOG icon

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

KWB Wealth’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
Q3 		$1.77M Sell
20,718
-23
-0.1% -$1.92K 0.15% 75
2026
Q2 		$1.71M Sell
20,741
-277
-1% -$22K 0.15% 73
2026
Q1 		$1.56M Hold
21,018
– – 0.15% 64
2025
Q4 		$1.56M Sell
21,018
-132
-0.6% -$9.7K 0.15% 64
2025
Q3 		$1.4M Sell
21,150
-408
-2% -$28.2K 0.15% 66
2025
Q2 		$1.2M Sell
21,558
-288
-1% -$17.1K 0.15% 71
2025
Q1 		$1.33M Hold
21,846
– – 0.16% 67
2024
Q4 		$1.26M Sell
21,846
-48
-0.2% -$2.88K 0.16% 59
2024
Q3 		$1.22M Sell
21,894
-1,140
-5% -$63.3K 0.16% 55
2024
Q2 		$1.17M Sell
23,034
-168
-0.7% -$8.71K 0.16% 55
2024
Q1 		$1.18M Hold
23,202
– – 0.16% 55
2023
Q4 		$1.05M Sell
23,202
-126
-0.5% -$5.39K 0.15% 57
2023
Q3 		$988K Sell
23,328
-624
-3% -$26.5K 0.16% 52
2023
Q2 		$1.01M Sell
23,952
-312
-1% -$12.4K 0.16% 52
2023
Q1 		$853K Buy
24,264
+3,624
+18% +$133K 0.16% 51
2022
Q4 		$726K Sell
20,640
-5,280
-20% -$191K 0.14% 55
2022
Q3 		$901K Sell
25,920
-2,358
-8% -$92.1K 0.18% 46
2022
Q2 		$1.03M Sell
28,278
-504
-2% -$20.1K 0.2% 46
2022
Q1 		$1.45M Hold
28,782
– – 0.24% 34
2021
Q4 		$1.45M Sell
28,782
-660
-2% -$32K 0.24% 34
2021
Q3 		$1.31M Sell
29,442
-4,392
-13% -$201K 0.23% 36
2021
Q2 		$1.32M Hold
33,834
– – 0.25% 33
2021
Q1 		$1.32M Sell
33,834
-1,500
-4% -$58.3K 0.25% 33
2020
Q4 		$1.36M Buy
+35,334
New +$1.29M 0.28% 36

Other funds holding VOOG

SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Curry Webb Wealth Management
Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

KWB Wealth's VOOG Position: Q3 2026 in Review

KWB Wealth reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.11% in Q3 2026, selling an estimated $1.92K and leaving 20,718 shares worth $1.77M. The position accounts for 0.15% of the portfolio, ranked #75.

KWB Wealth first reported a position in VOOG in Q4 2020 and has held it in 24 quarters since. 222 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • KWB Wealth held 20,718 shares of Vanguard S&P 500 Growth ETF worth $1.77M as of Q3 2026.
  • KWB Wealth sold 23 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $1.92K.
  • Vanguard S&P 500 Growth ETF made up 0.15% of KWB Wealth's portfolio in Q3 2026, its #75 holding.
  • KWB Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.