Regal Investment Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Regal Investment Advisors’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	$403K	Buy	5,934 +366	+7%	+$26.5K	0.02%	477
2025 Q4	$413K	Sell	5,568 -12	-0.2%	-$883	0.02%	455
2025 Q3	$405K	Buy	5,580 +558	+11%	+$38.6K	0.03%	421
2025 Q2	$332K	Hold	5,022	–	–	0.02%	406
2025 Q1	$280K	Buy	5,022 +18	+0.4%	+$1.09K	0.02%	415
2024 Q4	$305K	Sell	5,004 -18	-0.4%	-$1.08K	0.02%	405
2024 Q3	$289K	Sell	5,022 -204	-4%	-$11.3K	0.02%	457
2024 Q2	$290K	Buy	5,226 +84	+2%	+$4.36K	0.02%	472
2024 Q1	$261K	Buy	+5,142	New	+$248K	0.02%	487
2015 Q4	–	Sell	-3,192	Closed	-$51K	–	870
2015 Q3	$51K	Sell	3,192 -36	-1%	-$611	0.01%	424
2015 Q2	$54K	Buy	3,228 +18	+0.6%	+$312	0.01%	411
2015 Q1	$55K	Sell	3,210 -2,052	-39%	-$34.8K	0.01%	413
2014 Q4	$88K	Buy	5,262 +2,904	+123%	+$47.4K	0.02%	330
2014 Q3	$38K	Buy	+2,358	New	+$37.5K	0.01%	450

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Regal Investment Advisors's VOOG Position: Q1 2026 in Review

Regal Investment Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 6.6% in Q1 2026, buying an estimated $26.5K and bringing the position to 5,934 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #477.

Regal Investment Advisors first reported a position in VOOG in Q3 2014 and has held it in 14 quarters since. The position peaked at $413K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Regal Investment Advisors held 5,934 shares of Vanguard S&P 500 Growth ETF worth $403K as of Q1 2026.
Regal Investment Advisors bought 366 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $26.5K.
Vanguard S&P 500 Growth ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #477 holding.
Regal Investment Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2014 and has held it in 14 quarters since.
Regal Investment Advisors's Vanguard S&P 500 Growth ETF position peaked at $413K in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.