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

Mission 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 Q2	$907K	Buy	10,974 +1,872	+21%	+$149K	0.01%	507
2026 Q1	$618K	Sell	9,102 -7,020	-44%	-$508K	0.01%	429
2025 Q4	$1.19M	Buy	+16,122	New	+$1.19M	0.02%	300
2025 Q2	–	Sell	-6,876	Closed	-$383K	–	711
2025 Q1	$383K	Hold	6,876	–	–	0.01%	516
2024 Q4	$420K	Sell	6,876 -150	-2%	-$9K	0.01%	467
2024 Q3	$404K	Buy	7,026 +150	+2%	+$8.32K	0.01%	471
2024 Q2	$382K	Buy	+6,876	New	+$357K	0.01%	475

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mission Wealth Management's VOOG Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 21% in Q2 2026, buying an estimated $149K and bringing the position to 10,974 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #507.

Mission Wealth Management first reported a position in VOOG in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2025. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Mission Wealth Management held 10,974 shares of Vanguard S&P 500 Growth ETF worth $907K as of Q2 2026.
Mission Wealth Management bought 1,872 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $149K.
Vanguard S&P 500 Growth ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #507 holding.
Mission Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and has held it in 7 quarters since.
Mission Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $1.19M in Q4 2025.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.