Occidental Asset Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Occidental Asset 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
2026 Q2	$250K	Buy	3,031 +19	+0.6%	+$1.51K	0.02%	269
2026 Q1	$205K	Hold	3,012	–	–	0.02%	264
2025 Q4	$223K	Buy	3,012 +6	+0.2%	+$442	0.03%	261
2025 Q3	$218K	Buy	+3,006	New	+$208K	0.03%	252

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Occidental Asset Management's VOOG Position: Q2 2026 in Review

Occidental Asset Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.63% in Q2 2026, buying an estimated $1.51K and bringing the position to 3,031 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #269.

Occidental Asset Management first reported a position in VOOG in Q3 2025 and has held it in 4 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Occidental Asset Management held 3,031 shares of Vanguard S&P 500 Growth ETF worth $250K as of Q2 2026.
Occidental Asset Management bought 19 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $1.51K.
Vanguard S&P 500 Growth ETF made up 0.02% of Occidental Asset Management's portfolio in Q2 2026, its #269 holding.
Occidental Asset Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.