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Mosaic Family Wealth Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Mosaic Family Wealth Partners’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 		$7.26M Buy
87,873
+225
+0.3% +$17.9K 0.49% 33
2026
Q1 		$5.96M Sell
87,648
-30
-0% -$2.17K 0.61% 22
2025
Q4 		$6.5M Sell
87,678
-2,028
-2% -$149K 0.71% 18
2025
Q3 		$6.48M Sell
89,706
-108
-0.1% -$7.47K 0.76% 17
2025
Q2 		$5.94M Sell
89,814
-3,384
-4% -$201K 0.76% 18
2025
Q1 		$5.2M Buy
93,198
+14,724
+19% +$892K 0.74% 17
2024
Q4 		$4.79M Buy
78,474
+12
+0% +$720 0.69% 19
2024
Q3 		$4.52M Sell
78,462
-3,864
-5% -$214K 0.67% 21
2024
Q2 		$4.58M Hold
82,326
– – 0.74% 19
2024
Q1 		$4.18M Sell
82,326
-7,512
-8% -$363K 0.69% 21
2023
Q4 		$4.05M Sell
89,838
-3,090
-3% -$132K 0.7% 24
2023
Q3 		$3.82M Buy
92,928
+2,922
+3% +$124K 0.77% 19
2023
Q2 		$3.81M Sell
90,006
-7,464
-8% -$297K 0.75% 21
2023
Q1 		$3.74M Sell
97,470
-3,342
-3% -$123K 0.78% 20
2022
Q4 		$3.54M Buy
+100,812
New +$3.64M 1% 17

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mosaic Family Wealth Partners's VOOG Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.26% in Q2 2026, buying an estimated $17.9K and bringing the position to 87,873 shares worth $7.26M. The position accounts for 0.49% of the portfolio, ranked #33.

Mosaic Family Wealth Partners first reported a position in VOOG in Q4 2022 and has held it in 15 quarters since. 756 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Mosaic Family Wealth Partners held 87,873 shares of Vanguard S&P 500 Growth ETF worth $7.26M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 225 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $17.9K.
  • Vanguard S&P 500 Growth ETF made up 0.49% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • Mosaic Family Wealth Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 756 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.