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Lane & Associates’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Lane & 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
2025
Q1 		$377K Buy
6,756
+6
+0.1% +$364 0.2% 80
2024
Q4 		$422K Buy
6,750
+1,320
+24% +$79.2K 0.22% 77
2024
Q3 		$312K Sell
5,430
-1,212
-18% -$67.3K 0.17% 88
2024
Q2 		$369K Buy
6,642
+990
+18% +$51.3K 0.22% 79
2024
Q1 		$287K Sell
5,652
-108
-2% -$5.22K 0.18% 89
2023
Q4 		$260K Sell
5,760
-840
-13% -$35.9K 0.19% 91
2023
Q3 		$272K Sell
6,600
-192
-3% -$8.17K 0.22% 82
2023
Q2 		$288K Sell
6,792
-630
-8% -$25.1K 0.23% 80
2023
Q1 		$285K Sell
7,422
-492
-6% -$18.1K 0.25% 76
2022
Q4 		$278K Buy
+7,914
New +$286K 0.26% 73

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Lane & Associates's VOOG Position: Q1 2025 in Review

Lane & Associates increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.09% in Q1 2025, buying an estimated $364 and bringing the position to 6,756 shares worth $377K. The position accounts for 0.2% of the portfolio, ranked #80.

Lane & Associates first reported a position in VOOG in Q4 2022 and has held it in 10 quarters since. The position peaked at $422K in Q4 2024. 567 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

  • Lane & Associates held 6,756 shares of Vanguard S&P 500 Growth ETF worth $377K as of Q1 2025.
  • Lane & Associates bought 6 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $364.
  • Vanguard S&P 500 Growth ETF made up 0.2% of Lane & Associates's portfolio in Q1 2025, its #80 holding.
  • Lane & Associates first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's Vanguard S&P 500 Growth ETF position peaked at $422K in Q4 2024.
  • 567 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.