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

Modera 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	$1.23M	Sell	14,851 -53	-0.4%	-$4.21K	0.01%	312
2026 Q1	$1.01M	Sell	14,904 -5,622	-27%	-$406K	0.01%	328
2025 Q4	$1.52M	Buy	20,526 +1,272	+7%	+$93.6K	0.02%	292
2025 Q3	$1.4M	Buy	19,254 +180	+0.9%	+$12.4K	0.02%	298
2025 Q2	$1.26M	Buy	19,074 +3,954	+26%	+$235K	0.02%	303
2025 Q1	$843K	Sell	15,120 -96	-0.6%	-$5.82K	0.01%	345
2024 Q4	$928K	Sell	15,216 -600	-4%	-$36K	0.01%	338
2024 Q3	$910K	Buy	15,816 +102	+0.6%	+$5.66K	0.01%	325
2024 Q2	$873K	Hold	15,714	–	–	0.01%	310
2024 Q1	$798K	Hold	15,714	–	–	0.01%	324
2023 Q4	$709K	Buy	15,714 +6	+0%	+$257	0.01%	327
2023 Q3	$646K	Sell	15,708 -990	-6%	-$42.1K	0.01%	328
2023 Q2	$707K	Hold	16,698	–	–	0.01%	335
2023 Q1	$642K	Hold	16,698	–	–	0.02%	191
2022 Q4	$587K	Buy	16,698 +300	+2%	+$10.8K	0.02%	193
2022 Q3	$570K	Hold	16,398	–	–	0.03%	176
2022 Q2	$595K	Buy	+16,398	New	+$652K	0.03%	181

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

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

Modera Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.36% in Q2 2026, selling an estimated $4.21K and leaving 14,851 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #312.

Modera Wealth Management first reported a position in VOOG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.52M in Q4 2025. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Modera Wealth Management held 14,851 shares of Vanguard S&P 500 Growth ETF worth $1.23M as of Q2 2026.
Modera Wealth Management sold 53 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $4.21K.
Vanguard S&P 500 Growth ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #312 holding.
Modera Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
Modera Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $1.52M in Q4 2025.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.