Nicolet Advisory Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$435K	Buy	5,790 +270	+5%	+$19.9K	0.03%	254
2025 Q3	$401K	Buy	5,520 +2,142	+63%	+$148K	0.03%	261
2025 Q2	$227K	Sell	3,378 -534	-14%	-$31.8K	0.02%	369
2025 Q1	$209K	Sell	3,912 -1,464	-27%	-$88.7K	0.02%	355
2024 Q4	$327K	Buy	5,376 +264	+5%	+$15.8K	0.03%	275
2024 Q3	$291K	Hold	5,112	–	–	0.03%	293
2024 Q2	$299K	Hold	5,112	–	–	0.03%	278
2024 Q1	$259K	Hold	5,112	–	–	0.03%	297
2023 Q4	$224K	Buy	5,112 +42	+0.8%	+$1.8K	0.02%	291
2023 Q3	$209K	Sell	5,070 -90	-2%	-$3.83K	0.02%	288
2023 Q2	$217K	Buy	+5,160	New	+$205K	0.02%	285
2022 Q2	–	Sell	-11,886	Closed	-$532K	–	205
2022 Q1	$532K	Sell	11,886 -762	-6%	-$34.4K	0.07%	107
2021 Q4	$636K	Sell	12,648 -978	-7%	-$47.4K	0.08%	90
2021 Q3	$606K	Sell	13,626 -228	-2%	-$10.5K	0.08%	100
2021 Q2	$606K	Sell	13,854 -450	-3%	-$18.7K	0.08%	96
2021 Q1	$560K	Hold	14,304	–	–	0.08%	99
2020 Q4	$549K	Sell	14,304 -2,058	-13%	-$75K	0.08%	100
2020 Q3	$568K	Hold	16,362	–	–	0.09%	86
2020 Q2	$510K	Sell	16,362 -3,678	-18%	-$106K	0.08%	110
2020 Q1	$497K	Buy	+20,040	New	+$569K	0.09%	111

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Nicolet Advisory Services's VOOG Position: Q4 2025 in Review

Nicolet Advisory Services increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 4.9% in Q4 2025, buying an estimated $19.9K and bringing the position to 5,790 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #254.

Nicolet Advisory Services first reported a position in VOOG in Q1 2020 and has held it in 20 quarters since. The position peaked at $636K in Q4 2021. 701 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

Nicolet Advisory Services held 5,790 shares of Vanguard S&P 500 Growth ETF worth $435K as of Q4 2025.
Nicolet Advisory Services bought 270 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $19.9K.
Vanguard S&P 500 Growth ETF made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #254 holding.
Nicolet Advisory Services first reported a position in Vanguard S&P 500 Growth ETF in Q1 2020 and has held it in 20 quarters since.
Nicolet Advisory Services's Vanguard S&P 500 Growth ETF position peaked at $636K in Q4 2021.
701 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.