Northeast Financial Consultants’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Northeast Financial Consultants’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 Q2	$617K	Buy	9,330 +12	+0.1%	+$714	0.03%	187
2025 Q1	$519K	Buy	9,318 +12	+0.1%	+$727	0.02%	191
2024 Q4	$568K	Buy	9,306 +30	+0.3%	+$1.8K	0.02%	183
2024 Q3	$534K	Buy	9,276 +12	+0.1%	+$666	0.02%	188
2024 Q2	$515K	Hold	9,264	–	–	0.02%	184
2024 Q1	$470K	Buy	9,264 +6	+0.1%	+$290	0.02%	201
2023 Q4	$418K	Buy	9,258 +60	+0.7%	+$2.57K	0.02%	200
2023 Q3	$378K	Buy	9,198 +24	+0.3%	+$1.02K	0.02%	202
2023 Q2	$388K	Hold	9,174	–	–	0.02%	203
2023 Q1	$352K	Buy	9,174 +30	+0.3%	+$1.1K	0.02%	231
2022 Q4	$321K	Buy	9,144 +48	+0.5%	+$1.73K	0.02%	232
2022 Q3	$316K	Buy	+9,096	New	+$355K	0.02%	254

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 $445B AUM 25.58% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Northeast Financial Consultants's VOOG Position: Q2 2025 in Review

Northeast Financial Consultants increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.13% in Q2 2025, buying an estimated $714 and bringing the position to 9,330 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #187.

Northeast Financial Consultants first reported a position in VOOG in Q3 2022 and has held it in 12 quarters since. 615 funds tracked by Wall St. Rank hold VOOG as of Q2 2025.

Northeast Financial Consultants held 9,330 shares of Vanguard S&P 500 Growth ETF worth $617K as of Q2 2025.
Northeast Financial Consultants bought 12 Vanguard S&P 500 Growth ETF shares in Q2 2025, an estimated $714.
Vanguard S&P 500 Growth ETF made up 0.03% of Northeast Financial Consultants's portfolio in Q2 2025, its #187 holding.
Northeast Financial Consultants first reported a position in Vanguard S&P 500 Growth ETF in Q3 2022 and has held it in 12 quarters since.
615 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.