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

Liberty Wealth Management’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 		– Sell
-3,900
Closed -$238K – 209
2024
Q4 		$238K Sell
3,900
-252
-6% -$15.1K 0.04% 183
2024
Q3 		$239K Sell
4,152
-2,627,226
-100% -$146M 0.04% 186
2024
Q2 		$464K Buy
2,631,378
+2,626,518
+54,044% +$136M 0.09% 117
2024
Q1 		$247K Buy
+4,860
New +$235K 0.05% 160

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

Liberty Wealth Management's VOOG Position: Q1 2025 in Review

Liberty Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2025, closing a stake of 3,900 shares — an estimated $238K sold.

Liberty Wealth Management first reported a position in VOOG in Q1 2024 and held it in 4 quarters. The position peaked at $464K in Q2 2024. 567 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

  • Liberty Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 3,900 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $238K.
  • Liberty Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and held it in 4 quarters.
  • Liberty Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $464K in Q2 2024.
  • 567 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

Based on Liberty Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.