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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
Q2 		– Sell
-942
Closed -$64K – 307
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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Phillips Financial Management's VOOG Position: Q2 2026 in Review

Phillips Financial Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026, closing a stake of 942 shares — an estimated $64K sold.

Phillips Financial Management first reported a position in VOOG in Q4 2024 and held it in 6 quarters. The position peaked at $164K in Q2 2025. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Phillips Financial Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Phillips Financial Management sold 942 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $64K.
  • Phillips Financial Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and held it in 6 quarters.
  • Phillips Financial Management's Vanguard S&P 500 Growth ETF position peaked at $164K in Q2 2025.
  • 751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.