My Personal CFO LLC’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

My Personal CFO LLC’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	–	Sell	-4,044	Closed	-$300K	–	98
2025 Q4	$300K	Buy	+4,044	New	+$298K	0.13%	78
2025 Q3	–	Sell	-4,032	Closed	-$267K	–	151
2025 Q2	$267K	Buy	4,032 +6	+0.1%	+$357	0.12%	81
2025 Q1	$225K	Buy	4,026 +6	+0.1%	+$364	0.11%	82
2024 Q4	$245K	Sell	4,020 -48	-1%	-$2.88K	0.13%	82
2024 Q3	$234K	Buy	4,068 +6	+0.1%	+$333	0.13%	82
2024 Q2	$226K	Buy	4,062 +60	+1%	+$3.11K	0.12%	99
2024 Q1	$203K	Buy	+4,002	New	+$193K	0.12%	95

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

My Personal CFO LLC's VOOG Position: Q1 2026 in Review

My Personal CFO LLC sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 4,044 shares — an estimated $300K sold.

My Personal CFO LLC first reported a position in VOOG in Q1 2024 and held it in 7 quarters. The position peaked at $300K in Q4 2025. 686 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

My Personal CFO LLC reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
My Personal CFO LLC sold 4,044 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $300K.
My Personal CFO LLC first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and held it in 7 quarters.
My Personal CFO LLC's Vanguard S&P 500 Growth ETF position peaked at $300K in Q4 2025.
686 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.