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New Perspectives Inc’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

New Perspectives Inc’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 		$391K Buy
4,734
+888
+23% +$70.5K 0.12% 28
2026
Q1 		$261K Buy
3,846
+6
+0.2% +$434 0.09% 39
2025
Q4 		$284K Buy
+3,840
New +$283K 0.1% 37

Other funds holding VOOG

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

New Perspectives Inc's VOOG Position: Q2 2026 in Review

New Perspectives Inc increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 23% in Q2 2026, buying an estimated $70.5K and bringing the position to 4,734 shares worth $391K. The position accounts for 0.12% of the portfolio, ranked #28.

New Perspectives Inc first reported a position in VOOG in Q4 2025 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • New Perspectives Inc held 4,734 shares of Vanguard S&P 500 Growth ETF worth $391K as of Q2 2026.
  • New Perspectives Inc bought 888 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $70.5K.
  • Vanguard S&P 500 Growth ETF made up 0.12% of New Perspectives Inc's portfolio in Q2 2026, its #28 holding.
  • New Perspectives Inc first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.