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

Modern 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	$28.7M	Buy	347,334 +327,564	+1,657%	+$26M	0.34%	68
2026 Q1	$1.36M	Buy	19,770 +84	+0.4%	+$6.07K	0.02%	361
2025 Q4	$1.46M	Sell	19,686 -132	-0.7%	-$9.71K	0.03%	348
2025 Q3	$1.44M	Buy	19,818 +2,406	+14%	+$166K	0.03%	329
2025 Q2	$1.15M	Buy	17,412 +84	+0.5%	+$5K	0.03%	346
2025 Q1	$966K	Buy	17,328 +1,716	+11%	+$104K	0.03%	308
2024 Q4	$952K	Buy	+15,612	New	+$936K	0.04%	261

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

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

Modern Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 1,657% in Q2 2026, buying an estimated $26M and bringing the position to 347,334 shares worth $28.7M. The position accounts for 0.34% of the portfolio, ranked #68.

Modern Wealth Management first reported a position in VOOG in Q4 2024 and has held it in 7 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Modern Wealth Management held 347,334 shares of Vanguard S&P 500 Growth ETF worth $28.7M as of Q2 2026.
Modern Wealth Management bought 327,564 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $26M.
Vanguard S&P 500 Growth ETF made up 0.34% of Modern Wealth Management's portfolio in Q2 2026, its #68 holding.
Modern Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.