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

LongView 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
2026
Q1 		– Sell
-3,648
Closed -$274K – 266
2025
Q4 		$274K Hold
3,648
– – 0.07% 216
2025
Q3 		$265K Hold
3,648
– – 0.07% 197
2025
Q2 		$241K Hold
3,648
– – 0.07% 193
2025
Q1 		$203K Hold
3,648
– – 0.06% 200
2024
Q4 		$223K Hold
3,648
– – 0.07% 188
2024
Q3 		$210K Hold
3,648
– – 0.07% 190
2024
Q2 		$203K Buy
+3,648
New +$189K 0.07% 178

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LongView Wealth Management's VOOG Position: Q1 2026 in Review

LongView Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 3,648 shares — an estimated $274K sold.

LongView Wealth Management first reported a position in VOOG in Q2 2024 and held it in 7 quarters. The position peaked at $274K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • LongView Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • LongView Wealth Management sold 3,648 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $274K.
  • LongView Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and held it in 7 quarters.
  • LongView Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $274K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on LongView Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.