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

Plan Group Financial’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	$661K	Buy	+8,000	New	+$635K	0.14%	113

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

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

Plan Group Financial opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 8,000 shares worth $661K. The stake represents 0.14% of the portfolio and ranks #113 among its holdings.

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

Plan Group Financial held 8,000 shares of Vanguard S&P 500 Growth ETF worth $661K as of Q2 2026.
Vanguard S&P 500 Growth ETF was a new Plan Group Financial position in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.14% of Plan Group Financial's portfolio in Q2 2026, its #113 holding.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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