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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mosaic Family Wealth Partners's VOOG Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.03% in Q1 2026, selling an estimated $2.17K and leaving 87,648 shares worth $5.96M. The position accounts for 0.61% of the portfolio, ranked #22.

Mosaic Family Wealth Partners first reported a position in VOOG in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.5M in Q4 2025. 683 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Mosaic Family Wealth Partners held 87,648 shares of Vanguard S&P 500 Growth ETF worth $5.96M as of Q1 2026.
Mosaic Family Wealth Partners sold 30 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $2.17K.
Vanguard S&P 500 Growth ETF made up 0.61% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #22 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Mosaic Family Wealth Partners's Vanguard S&P 500 Growth ETF position peaked at $6.5M in Q4 2025.
683 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.