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

Mowery & Schoenfeld 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
2025
Q4 		– Sell
-18
Closed -$1.24K – 497
2025
Q3 		$1.24K Hold
18
– – ﹤0.01% 356
2025
Q2 		$1.13K Hold
18
– – ﹤0.01% 356
2025
Q1 		$954 Buy
+18
New +$1.09K ﹤0.01% 418

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VOOG Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2025, closing a stake of 18 shares — an estimated $1.24K sold.

Mowery & Schoenfeld Wealth Management first reported a position in VOOG in Q1 2025 and held it in 3 quarters. The position peaked at $1.24K in Q3 2025. 701 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 18 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $1.24K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2025 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $1.24K in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.