PFM
VOOG icon

Phillips Financial Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Phillips Financial 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
Q1 		$64K Sell
942
-1,098
-54% -$79.4K ﹤0.01% 225
2025
Q4 		$151K Hold
2,040
– – 0.01% 216
2025
Q3 		$148K Sell
2,040
-438
-18% -$30.3K 0.01% 223
2025
Q2 		$164K Hold
2,478
– – 0.01% 191
2025
Q1 		$138K Sell
2,478
-192
-7% -$11.6K 0.01% 189
2024
Q4 		$163K Buy
+2,670
New +$160K 0.01% 178

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 $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

Phillips Financial Management's VOOG Position: Q1 2026 in Review

Phillips Financial Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 54% in Q1 2026, selling an estimated $79.4K and leaving 942 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Phillips Financial Management first reported a position in VOOG in Q4 2024 and has held it in 6 quarters since. The position peaked at $164K in Q2 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Phillips Financial Management held 942 shares of Vanguard S&P 500 Growth ETF worth $64K as of Q1 2026.
  • Phillips Financial Management sold 1,098 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $79.4K.
  • Vanguard S&P 500 Growth ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #225 holding.
  • Phillips Financial Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Phillips Financial Management's Vanguard S&P 500 Growth ETF position peaked at $164K in Q2 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.