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MTM Investment Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

MTM Investment 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
-30
Closed -$2.18K – 742
2025
Q3 		$2.18K Hold
30
– – ﹤0.01% 646
2025
Q2 		$1.98K Buy
+30
New +$1.78K ﹤0.01% 657

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MTM Investment Management's VOOG Position: Q4 2025 in Review

MTM Investment Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2025, closing a stake of 30 shares — an estimated $2.18K sold.

MTM Investment Management first reported a position in VOOG in Q2 2025 and held it in 2 quarters. The position peaked at $2.18K in Q3 2025. 703 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

  • MTM Investment Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • MTM Investment Management sold 30 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $2.18K.
  • MTM Investment Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and held it in 2 quarters.
  • MTM Investment Management's Vanguard S&P 500 Growth ETF position peaked at $2.18K in Q3 2025.
  • 703 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

Based on MTM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.