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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
Q2 		$485K Sell
5,866
-68
-1% -$5.4K 0.03% 474
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
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

Regal Investment Advisors's VOOG Position: Q2 2026 in Review

Regal Investment Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.1% in Q2 2026, selling an estimated $5.4K and leaving 5,866 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #474.

Regal Investment Advisors first reported a position in VOOG in Q3 2014 and has held it in 15 quarters since. 754 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Regal Investment Advisors held 5,866 shares of Vanguard S&P 500 Growth ETF worth $485K as of Q2 2026.
  • Regal Investment Advisors sold 68 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $5.4K.
  • Vanguard S&P 500 Growth ETF made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #474 holding.
  • Regal Investment Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2014 and has held it in 15 quarters since.
  • 754 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.