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

Maridea 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	$265K	Sell	3,906 -840	-18%	-$60.7K	0.04%	373
2025 Q4	$352K	Sell	4,746 -336	-7%	-$24.7K	0.05%	309
2025 Q3	$371K	Buy	5,082 +204	+4%	+$14.1K	0.06%	295
2025 Q2	$322K	Buy	4,878 +390	+9%	+$23.2K	0.08%	210
2025 Q1	$250K	Buy	4,488 +666	+17%	+$40.4K	0.08%	193
2024 Q4	$233K	Buy	+3,822	New	+$229K	0.08%	208

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Maridea Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 18% in Q1 2026, selling an estimated $60.7K and leaving 3,906 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #373.

Maridea Wealth Management first reported a position in VOOG in Q4 2024 and has held it in 6 quarters since. The position peaked at $371K in Q3 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Maridea Wealth Management held 3,906 shares of Vanguard S&P 500 Growth ETF worth $265K as of Q1 2026.
Maridea Wealth Management sold 840 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $60.7K.
Vanguard S&P 500 Growth ETF made up 0.04% of Maridea Wealth Management's portfolio in Q1 2026, its #373 holding.
Maridea Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $371K in Q3 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.