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

Private Ocean’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
2024
Q2 		$204K Hold
3,672
– – 0.02% 149
2024
Q1 		$186K Buy
+3,672
New +$177K 0.02% 142
2023
Q1 		– Sell
-744
Closed -$26.2K – 678
2022
Q4 		$26.2K Buy
+744
New +$26.9K ﹤0.01% 293

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Private Ocean's VOOG Position: Q2 2024 in Review

Private Ocean held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2024 at 3,672 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #149.

Private Ocean first reported a position in VOOG in Q4 2022 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold VOOG as of Q2 2024.

  • Private Ocean held 3,672 shares of Vanguard S&P 500 Growth ETF worth $204K as of Q2 2024.
  • Private Ocean left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2024.
  • Vanguard S&P 500 Growth ETF made up 0.02% of Private Ocean's portfolio in Q2 2024, its #149 holding.
  • Private Ocean first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.