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

NRI Wealth Management’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	$377K	Sell	5,088 -42	-0.8%	-$3.09K	0.19%	24
2025 Q3	$372K	Sell	5,130 -2,766	-35%	-$191K	0.2%	24
2025 Q2	$522K	Buy	7,896 +876	+12%	+$52.1K	0.31%	24
2025 Q1	$391K	Sell	7,020 -12,228	-64%	-$741K	0.29%	22
2024 Q4	$1.17M	Buy	+19,248	New	+$1.15M	0.81%	18
2024 Q2	$1.15M	Sell	20,604 -2,544	-11%	-$132K	0.89%	19
2024 Q1	$1.18M	Buy	23,148 +3,552	+18%	+$172K	0.99%	18
2023 Q4	$884K	Buy	+19,596	New	+$839K	0.88%	19

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

NRI Wealth Management's VOOG Position: Q4 2025 in Review

NRI Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.82% in Q4 2025, selling an estimated $3.09K and leaving 5,088 shares worth $377K. The position accounts for 0.19% of the portfolio, ranked #24.

NRI Wealth Management first reported a position in VOOG in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2024. 701 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

NRI Wealth Management held 5,088 shares of Vanguard S&P 500 Growth ETF worth $377K as of Q4 2025.
NRI Wealth Management sold 42 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $3.09K.
Vanguard S&P 500 Growth ETF made up 0.19% of NRI Wealth Management's portfolio in Q4 2025, its #24 holding.
NRI Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and has held it in 8 quarters since.
NRI Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $1.18M in Q1 2024.
701 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.