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

NewEdge 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
Q1 		$590K Buy
8,676
+4,176
+93% +$302K 0.01% 765
2025
Q4 		$333K Buy
4,500
+1,188
+36% +$87.4K ﹤0.01% 983
2025
Q3 		$246K Buy
+3,312
New +$229K ﹤0.01% 930

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NewEdge Wealth's VOOG Position: Q1 2026 in Review

NewEdge Wealth increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 93% in Q1 2026, buying an estimated $302K and bringing the position to 8,676 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #765.

NewEdge Wealth first reported a position in VOOG in Q3 2025 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • NewEdge Wealth held 8,676 shares of Vanguard S&P 500 Growth ETF worth $590K as of Q1 2026.
  • NewEdge Wealth bought 4,176 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $302K.
  • Vanguard S&P 500 Growth ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #765 holding.
  • NewEdge Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.