McAdam LLC’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

McAdam LLC’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 Q3	$331K	Sell	3,878 -251	-6%	-$20.9K	0.01%	364
2026 Q2	$341K	Sell	4,129 -1,133	-22%	-$89.9K	0.01%	351
2026 Q1	$358K	Buy	5,262 +480	+10%	+$34.7K	0.02%	305
2025 Q4	$354K	Sell	4,782 -684	-13%	-$50.3K	0.02%	296
2025 Q3	$397K	Sell	5,466 -654	-11%	-$45.2K	0.02%	247
2025 Q2	$404K	Sell	6,120 -108	-2%	-$6.43K	0.02%	232
2025 Q1	$347K	Sell	6,228 -3,486	-36%	-$211K	0.02%	237
2024 Q4	$593K	Buy	+9,714	New	+$583K	0.03%	180

Other funds holding VOOG

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

McAdam LLC's VOOG Position: Q3 2026 in Review

McAdam LLC reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 6.1% in Q3 2026, selling an estimated $20.9K and leaving 3,878 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #364.

McAdam LLC first reported a position in VOOG in Q4 2024 and has held it in 8 quarters since. The position peaked at $593K in Q4 2024. 227 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

McAdam LLC held 3,878 shares of Vanguard S&P 500 Growth ETF worth $331K as of Q3 2026.
McAdam LLC sold 251 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $20.9K.
Vanguard S&P 500 Growth ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #364 holding.
McAdam LLC first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
McAdam LLC's Vanguard S&P 500 Growth ETF position peaked at $593K in Q4 2024.
227 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.