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

Merriman 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
2024
Q4 		$236K Buy
3,870
+6
+0.2% +$360 0.01% 188
2024
Q3 		$223K Hold
3,864
– – 0.01% 201
2024
Q2 		$215K Buy
+3,864
New +$200K 0.01% 193

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Merriman Wealth Management's VOOG Position: Q4 2024 in Review

Merriman Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.16% in Q4 2024, buying an estimated $360 and bringing the position to 3,870 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #188.

Merriman Wealth Management first reported a position in VOOG in Q2 2024 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold VOOG as of Q4 2024.

  • Merriman Wealth Management held 3,870 shares of Vanguard S&P 500 Growth ETF worth $236K as of Q4 2024.
  • Merriman Wealth Management bought 6 Vanguard S&P 500 Growth ETF shares in Q4 2024, an estimated $360.
  • Vanguard S&P 500 Growth ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #188 holding.
  • Merriman Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • 577 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.