LBMC Investment Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

LBMC Investment 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	$249K	Buy	3,011 +5	+0.2%	+$397	0.01%	221
2026 Q1	$204K	Hold	3,006	–	–	0.01%	224
2025 Q4	$223K	Buy	3,006 +6	+0.2%	+$442	0.01%	215
2025 Q3	$218K	Buy	+3,000	New	+$207K	0.01%	225

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LBMC Investment Advisors's VOOG Position: Q2 2026 in Review

LBMC Investment Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.17% in Q2 2026, buying an estimated $397 and bringing the position to 3,011 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #221.

LBMC Investment Advisors first reported a position in VOOG in Q3 2025 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

LBMC Investment Advisors held 3,011 shares of Vanguard S&P 500 Growth ETF worth $249K as of Q2 2026.
LBMC Investment Advisors bought 5 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $397.
Vanguard S&P 500 Growth ETF made up 0.01% of LBMC Investment Advisors's portfolio in Q2 2026, its #221 holding.
LBMC Investment Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.