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Lauterbach Financial Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Lauterbach Financial 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 		$236K Buy
+2,853
New +$226K 0.1% 78
2026
Q1 		– Sell
-2,850
Closed -$211K – 82
2025
Q4 		$211K Hold
2,850
– – 0.1% 78
2025
Q3 		$207K Buy
+2,850
New +$197K 0.1% 80

Other funds holding VOOG

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lauterbach Financial Advisors's VOOG Position: Q2 2026 in Review

Lauterbach Financial Advisors opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 2,853 shares worth $236K. The stake represents 0.1% of the portfolio and ranks #78 among its holdings. This is a return to the name: Lauterbach Financial Advisors previously reported a position in VOOG as recently as Q4 2025.

Lauterbach Financial Advisors first reported a position in VOOG in Q3 2025 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Lauterbach Financial Advisors held 2,853 shares of Vanguard S&P 500 Growth ETF worth $236K as of Q2 2026.
  • Vanguard S&P 500 Growth ETF was a new Lauterbach Financial Advisors position in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up 0.1% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • Lauterbach Financial Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.