New Perspectives Inc
VOOG icon

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
Q3 		$405K Hold
4,734
– – 0.12% 28
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

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Connecticut Wealth Management
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Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Curry Webb Wealth Management
Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

New Perspectives Inc's VOOG Position: Q3 2026 in Review

New Perspectives Inc held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q3 2026 at 4,734 shares worth $405K. 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 4 quarters since. 258 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • New Perspectives Inc held 4,734 shares of Vanguard S&P 500 Growth ETF worth $405K as of Q3 2026.
  • New Perspectives Inc left its Vanguard S&P 500 Growth ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 Growth ETF made up 0.12% of New Perspectives Inc's portfolio in Q3 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 4 quarters since.
  • 258 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.