Monograph Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Monograph Wealth Advisors’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	$969K	Hold	11,730	–	–	0.08%	64
2026 Q1	$797K	Hold	11,730	–	–	0.08%	67
2025 Q4	$869K	Hold	11,730	–	–	0.09%	66
2025 Q3	$851K	Hold	11,730	–	–	0.09%	67
2025 Q2	$775K	Hold	11,730	–	–	0.1%	60
2025 Q1	$654K	Hold	11,730	–	–	0.09%	60
2024 Q4	$716K	Hold	11,730	–	–	0.09%	55
2024 Q3	$676K	Hold	11,730	–	–	0.09%	59
2024 Q2	$653K	Hold	11,730	–	–	0.1%	54
2024 Q1	$596K	Hold	11,730	–	–	0.09%	87
2023 Q4	$529K	Hold	11,730	–	–	0.1%	57
2023 Q3	$484K	Hold	11,730	–	–	0.1%	70
2023 Q2	$498K	Hold	11,730	–	–	0.11%	49
2023 Q1	$451K	Hold	11,730	–	–	0.11%	51
2022 Q4	$412K	Hold	11,730	–	–	0.11%	60
2022 Q3	$409K	Hold	11,730	–	–	0.13%	49
2022 Q2	$425K	Hold	11,730	–	–	0.12%	48
2022 Q1	$539K	Hold	11,730	–	–	0.14%	50
2021 Q4	$590K	Buy	+11,730	New	+$568K	0.15%	48

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

Monograph Wealth Advisors's VOOG Position: Q2 2026 in Review

Monograph Wealth Advisors held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 11,730 shares worth $969K. The position accounts for 0.08% of the portfolio, ranked #64.

Monograph Wealth Advisors first reported a position in VOOG in Q4 2021 and has held it in 19 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Monograph Wealth Advisors held 11,730 shares of Vanguard S&P 500 Growth ETF worth $969K as of Q2 2026.
Monograph Wealth Advisors left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.08% of Monograph Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Monograph Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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