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LRI Investments’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

LRI Investments’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
Q3 		– Sell
-60
Closed -$3.96K – 1365
2025
Q2 		$3.96K Buy
+60
New +$3.57K ﹤0.01% 1072

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LRI Investments's VOOG Position: Q3 2025 in Review

LRI Investments sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2025, closing a stake of 60 shares — an estimated $3.96K sold.

LRI Investments first reported a position in VOOG in Q2 2025 and held it in 1 quarter. The position peaked at $3.96K in Q2 2025. 638 funds tracked by Wall St. Rank hold VOOG as of Q3 2025.

  • LRI Investments reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • LRI Investments sold 60 Vanguard S&P 500 Growth ETF shares in Q3 2025, an estimated $3.96K.
  • LRI Investments first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and held it in 1 quarter.
  • LRI Investments's Vanguard S&P 500 Growth ETF position peaked at $3.96K in Q2 2025.
  • 638 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2025.

Based on LRI Investments's 13F filing for Q3 2025, filed 3 Nov 2025.