Liberty Square Wealth Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Liberty Square Wealth Partners’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	$2.37M	Sell	28,703 -1,201	-4%	-$95.3K	0.56%	21
2026 Q1	$2.03M	Sell	29,904 -372	-1%	-$26.9K	0.57%	21
2025 Q4	$2.24M	Buy	30,276 +168	+0.6%	+$12.4K	0.64%	20
2025 Q3	$2.19M	Buy	30,108 +4,368	+17%	+$302K	0.67%	24
2025 Q2	$1.7M	Buy	25,740 +6,984	+37%	+$416K	0.59%	32
2025 Q1	$1.05M	Buy	18,756 +3,348	+22%	+$203K	0.4%	49
2024 Q4	$988K	Buy	+15,408	New	+$924K	0.36%	53

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

Liberty Square Wealth Partners's VOOG Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 4% in Q2 2026, selling an estimated $95.3K and leaving 28,703 shares worth $2.37M. The position accounts for 0.56% of the portfolio, ranked #21.

Liberty Square Wealth Partners first reported a position in VOOG in Q4 2024 and has held it in 7 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Liberty Square Wealth Partners held 28,703 shares of Vanguard S&P 500 Growth ETF worth $2.37M as of Q2 2026.
Liberty Square Wealth Partners sold 1,201 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $95.3K.
Vanguard S&P 500 Growth ETF made up 0.56% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #21 holding.
Liberty Square Wealth Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.