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New England Capital Financial Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

New England Capital Financial Advisors’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 		$41.3K Sell
500
-514
-51% -$40.8K 0.01% 150
2026
Q1 		$68.9K Hold
1,014
– – 0.02% 107
2025
Q4 		$75.1K Hold
1,014
– – 0.03% 105
2025
Q3 		$73.6K Hold
1,014
– – 0.03% 99
2025
Q2 		$67K Hold
1,014
– – 0.03% 99
2025
Q1 		$56.5K Hold
1,014
– – 0.03% 106
2024
Q4 		$61.9K Hold
1,014
– – 0.03% 106
2024
Q3 		$58.4K Buy
1,014
+150
+17% +$8.32K 0.03% 104
2024
Q2 		$48K Hold
864
– – 0.03% 110
2024
Q1 		$43.9K Buy
864
+360
+71% +$17.4K 0.02% 118
2023
Q4 		$22.7K Buy
504
+96
+24% +$4.11K 0.01% 158
2023
Q3 		$16.8K Buy
+408
New +$17.4K 0.01% 181

Other funds holding VOOG

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
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

New England Capital Financial Advisors's VOOG Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 51% in Q2 2026, selling an estimated $40.8K and leaving 500 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #150.

New England Capital Financial Advisors first reported a position in VOOG in Q3 2023 and has held it in 12 quarters since. The position peaked at $75.1K in Q4 2025. 579 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • New England Capital Financial Advisors held 500 shares of Vanguard S&P 500 Growth ETF worth $41.3K as of Q2 2026.
  • New England Capital Financial Advisors sold 514 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $40.8K.
  • Vanguard S&P 500 Growth ETF made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #150 holding.
  • New England Capital Financial Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • New England Capital Financial Advisors's Vanguard S&P 500 Growth ETF position peaked at $75.1K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.