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Obsidian Personal Planning Solutions’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$277K Hold
3,690
– – 0.1% 86
2025
Q2 		$244K Hold
3,690
– – 0.1% 92
2025
Q1 		$210K Hold
3,690
– – 0.09% 102
2024
Q4 		$231K Hold
3,690
– – 0.11% 89
2024
Q3 		$211K Hold
3,690
– – 0.11% 94
2024
Q2 		$205K Buy
+3,690
New +$191K 0.13% 96

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Obsidian Personal Planning Solutions's VOOG Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q3 2025 at 3,690 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #86.

Obsidian Personal Planning Solutions first reported a position in VOOG in Q2 2024 and has held it in 6 quarters since. 636 funds tracked by Wall St. Rank hold VOOG as of Q3 2025.

  • Obsidian Personal Planning Solutions held 3,690 shares of Vanguard S&P 500 Growth ETF worth $277K as of Q3 2025.
  • Obsidian Personal Planning Solutions left its Vanguard S&P 500 Growth ETF share count unchanged in Q3 2025.
  • Vanguard S&P 500 Growth ETF made up 0.1% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #86 holding.
  • Obsidian Personal Planning Solutions first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • 636 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.