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

Nvest Wealth Strategies’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
Q2 		$5.46K Hold
66
– – ﹤0.01% 146
2026
Q1 		$4.5K Hold
66
– – ﹤0.01% 155
2025
Q4 		$4.9K Buy
+66
New +$4.86K ﹤0.01% 154

Other funds holding VOOG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Nvest Wealth Strategies's VOOG Position: Q2 2026 in Review

Nvest Wealth Strategies held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 66 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Nvest Wealth Strategies first reported a position in VOOG in Q4 2025 and has held it in 3 quarters since. 496 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Nvest Wealth Strategies held 66 shares of Vanguard S&P 500 Growth ETF worth $5.46K as of Q2 2026.
  • Nvest Wealth Strategies left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #146 holding.
  • Nvest Wealth Strategies first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 496 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.