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

Private Wealth Management Group’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	$994	Hold	12	–	–	﹤0.01%	1308
2026 Q1	$822	Hold	12	–	–	﹤0.01%	1288
2025 Q4	$895	Hold	12	–	–	﹤0.01%	1293
2025 Q3	$876	Hold	12	–	–	﹤0.01%	1316
2025 Q2	$796	Buy	12 +6	+100%	+$357	﹤0.01%	1329
2025 Q1	$336	Hold	6	–	–	﹤0.01%	1435
2024 Q4	$368	Hold	6	–	–	﹤0.01%	1471
2024 Q3	$346	Buy	+6	New	+$333	﹤0.01%	1453

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

Private Wealth Management Group's VOOG Position: Q2 2026 in Review

Private Wealth Management Group held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 12 shares worth $994. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Private Wealth Management Group first reported a position in VOOG in Q3 2024 and has held it in 8 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Private Wealth Management Group held 12 shares of Vanguard S&P 500 Growth ETF worth $994 as of Q2 2026.
Private Wealth Management Group left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1308 holding.
Private Wealth Management Group first reported a position in Vanguard S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.