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

New England Private Wealth 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	$358K	Buy	4,480 +4	+0.1%	+$317	0.03%	161
2026 Q1	$304K	Buy	4,476 +6	+0.1%	+$434	0.04%	161
2025 Q4	$331K	Sell	4,470 -816	-15%	-$60K	0.04%	147
2025 Q3	$384K	Buy	5,286 +6	+0.1%	+$415	0.05%	135
2025 Q2	$362K	Buy	5,280 +6	+0.1%	+$357	0.05%	124
2025 Q1	$294K	Buy	5,274 +12	+0.2%	+$727	0.05%	125
2024 Q4	$321K	Sell	5,262 -858	-14%	-$51.5K	0.05%	117
2024 Q3	$352K	Buy	6,120 +12	+0.2%	+$666	0.06%	112
2024 Q2	$340K	Hold	6,108	–	–	0.06%	109
2024 Q1	$311K	Hold	6,108	–	–	0.05%	115
2023 Q4	$275K	Buy	6,108 +48	+0.8%	+$2.05K	0.05%	116
2023 Q3	$250K	Buy	6,060 +24	+0.4%	+$1.02K	0.05%	106
2023 Q2	$256K	Sell	6,036 -12	-0.2%	-$477	0.05%	100
2023 Q1	$232K	Buy	6,048 +24	+0.4%	+$882	0.05%	100
2022 Q4	$212K	Buy	6,024 +18	+0.3%	+$650	0.04%	100
2022 Q3	$208K	Sell	6,006 -30	-0.5%	-$1.17K	0.05%	90
2022 Q2	$278K	Sell	6,036 -12	-0.2%	-$477	0.05%	88
2022 Q1	$278K	Buy	6,048 +54	+0.9%	+$2.44K	0.05%	89
2021 Q4	$301K	Buy	5,994 +192	+3%	+$9.3K	0.05%	89
2021 Q3	$258K	Hold	5,802	–	–	0.05%	91
2021 Q2	$252K	Buy	5,802 +12	+0.2%	+$500	0.05%	91
2021 Q1	$228K	Buy	5,790 +6	+0.1%	+$233	0.04%	91
2020 Q4	$222K	Buy	5,784 +12	+0.2%	+$438	0.05%	80
2020 Q3	$201K	Buy	+5,772	New	+$196K	0.05%	78

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

New England Private Wealth Advisors's VOOG Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.09% in Q2 2026, buying an estimated $317 and bringing the position to 4,480 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #161.

New England Private Wealth Advisors first reported a position in VOOG in Q3 2020 and has held it in 24 quarters since. The position peaked at $384K in Q3 2025. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

New England Private Wealth Advisors held 4,480 shares of Vanguard S&P 500 Growth ETF worth $358K as of Q2 2026.
New England Private Wealth Advisors bought 4 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $317.
Vanguard S&P 500 Growth ETF made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #161 holding.
New England Private Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2020 and has held it in 24 quarters since.
New England Private Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $384K in Q3 2025.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.