Oxford Financial Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Oxford Financial Group’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	$283K	Buy	+3,420	New	+$271K	0.01%	212

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

Oxford Financial Group's VOOG Position: Q2 2026 in Review

Oxford Financial Group opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 3,420 shares worth $283K. The stake represents 0.01% of the portfolio and ranks #212 among its holdings.

747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Oxford Financial Group held 3,420 shares of Vanguard S&P 500 Growth ETF worth $283K as of Q2 2026.
Vanguard S&P 500 Growth ETF was a new Oxford Financial Group position in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #212 holding.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.