Pasadena Private Wealth’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Pasadena Private Wealth’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	$508K	Sell	6,150 -720	-10%	-$57.1K	0.06%	141
2026 Q1	$467K	Buy	6,870 +720	+12%	+$52.1K	0.06%	133
2025 Q4	$456K	Hold	6,150	–	–	0.06%	135
2025 Q3	$446K	Hold	6,150	–	–	0.06%	126
2025 Q2	$406K	Hold	6,150	–	–	0.07%	120
2025 Q1	$343K	Buy	+6,150	New	+$373K	0.07%	130

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

Pasadena Private Wealth's VOOG Position: Q2 2026 in Review

Pasadena Private Wealth reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 10% in Q2 2026, selling an estimated $57.1K and leaving 6,150 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #141.

Pasadena Private Wealth first reported a position in VOOG in Q1 2025 and has held it in 6 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Pasadena Private Wealth held 6,150 shares of Vanguard S&P 500 Growth ETF worth $508K as of Q2 2026.
Pasadena Private Wealth sold 720 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $57.1K.
Vanguard S&P 500 Growth ETF made up 0.06% of Pasadena Private Wealth's portfolio in Q2 2026, its #141 holding.
Pasadena Private Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.