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Octavia Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Octavia Wealth Advisors’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
Q1 		– Sell
-2,898
Closed -$215K – 252
2025
Q4 		$215K Buy
+2,898
New +$213K 0.02% 230

Other funds holding VOOG

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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
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Octavia Wealth Advisors's VOOG Position: Q1 2026 in Review

Octavia Wealth Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 2,898 shares — an estimated $215K sold.

Octavia Wealth Advisors first reported a position in VOOG in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 683 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Octavia Wealth Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 2,898 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $215K.
  • Octavia Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Octavia Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $215K in Q4 2025.
  • 683 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Octavia Wealth Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.