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Naviter Wealth’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Naviter Wealth’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 		$467K Sell
5,655
-3
-0.1% -$238 0.04% 227
2026
Q1 		$384K Buy
5,658
+540
+11% +$39K 0.05% 219
2025
Q4 		$379K Sell
5,118
-1,452
-22% -$107K 0.05% 215
2025
Q3 		$477K Buy
6,570
+1,788
+37% +$124K 0.06% 204
2025
Q2 		$316K Buy
+4,782
New +$285K 0.04% 232

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 22.96% 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

Naviter Wealth's VOOG Position: Q2 2026 in Review

Naviter Wealth reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.05% in Q2 2026, selling an estimated $238 and leaving 5,655 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #227.

Naviter Wealth first reported a position in VOOG in Q2 2025 and has held it in 5 quarters since. The position peaked at $477K in Q3 2025. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Naviter Wealth held 5,655 shares of Vanguard S&P 500 Growth ETF worth $467K as of Q2 2026.
  • Naviter Wealth sold 3 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $238.
  • Vanguard S&P 500 Growth ETF made up 0.04% of Naviter Wealth's portfolio in Q2 2026, its #227 holding.
  • Naviter Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Naviter Wealth's Vanguard S&P 500 Growth ETF position peaked at $477K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.