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

Laurel Wealth Planning’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	$809K	Hold	11,910	–	–	0.43%	40
2025 Q4	$883K	Sell	11,910 -690	-5%	-$50.8K	0.49%	38
2025 Q3	$914K	Hold	12,600	–	–	0.48%	39
2025 Q2	$833K	Hold	12,600	–	–	0.47%	37
2025 Q1	$702K	Hold	12,600	–	–	0.47%	36
2024 Q4	$769K	Hold	12,600	–	–	0.5%	36
2024 Q3	$725K	Hold	12,600	–	–	0.47%	36
2024 Q2	$700K	Hold	12,600	–	–	0.49%	35
2024 Q1	$640K	Hold	12,600	–	–	0.43%	37
2023 Q4	$569K	Hold	12,600	–	–	0.4%	38
2023 Q3	$518K	Hold	12,600	–	–	0.4%	40
2023 Q2	$534K	Hold	12,600	–	–	0.38%	42
2023 Q1	$484K	Hold	12,600	–	–	0.32%	48
2022 Q4	$443K	Hold	12,600	–	–	0.29%	49
2022 Q3	$438K	Hold	12,600	–	–	0.32%	48
2022 Q2	$457K	Sell	12,600 -1,494	-11%	-$59.4K	0.32%	49
2022 Q1	$648K	Hold	14,094	–	–	0.44%	43
2021 Q4	$709K	Sell	14,094 -516	-4%	-$25K	0.54%	38
2021 Q3	$649K	Hold	14,610	–	–	0.52%	37
2021 Q2	$639K	Hold	14,610	–	–	0.56%	33
2021 Q1	$572K	Hold	14,610	–	–	0.52%	33
2020 Q4	$560K	Buy	+14,610	New	+$533K	0.55%	33

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

Laurel Wealth Planning's VOOG Position: Q1 2026 in Review

Laurel Wealth Planning held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2026 at 11,910 shares worth $809K. The position accounts for 0.43% of the portfolio, ranked #40.

Laurel Wealth Planning first reported a position in VOOG in Q4 2020 and has held it in 22 quarters since. The position peaked at $914K in Q3 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Laurel Wealth Planning held 11,910 shares of Vanguard S&P 500 Growth ETF worth $809K as of Q1 2026.
Laurel Wealth Planning left its Vanguard S&P 500 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P 500 Growth ETF made up 0.43% of Laurel Wealth Planning's portfolio in Q1 2026, its #40 holding.
Laurel Wealth Planning first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Laurel Wealth Planning's Vanguard S&P 500 Growth ETF position peaked at $914K in Q3 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.