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

Oxford Wealth 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
Q1 		$426K Sell
6,264
-45,996
-88% -$3.33M 0.23% 63
2025
Q4 		$3.87M Buy
+52,260
New +$3.85M 1.88% 19

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 $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 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

Oxford Wealth Group's VOOG Position: Q1 2026 in Review

Oxford Wealth Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 88% in Q1 2026, selling an estimated $3.33M and leaving 6,264 shares worth $426K. The position accounts for 0.23% of the portfolio, ranked #63.

Oxford Wealth Group first reported a position in VOOG in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.87M in Q4 2025. 684 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Oxford Wealth Group held 6,264 shares of Vanguard S&P 500 Growth ETF worth $426K as of Q1 2026.
  • Oxford Wealth Group sold 45,996 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $3.33M.
  • Vanguard S&P 500 Growth ETF made up 0.23% of Oxford Wealth Group's portfolio in Q1 2026, its #63 holding.
  • Oxford Wealth Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Oxford Wealth Group's Vanguard S&P 500 Growth ETF position peaked at $3.87M in Q4 2025.
  • 684 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.