Reilly Financial Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Reilly Financial 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
2021 Q4	$5K	Buy	+96	New	+$4.65K	﹤0.01%	856

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Reilly Financial Advisors's VOOG Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q4 2021: 96 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings.

335 funds tracked by Wall St. Rank hold VOOG as of Q4 2021.

Reilly Financial Advisors held 96 shares of Vanguard S&P 500 Growth ETF worth $5K as of Q4 2021.
Vanguard S&P 500 Growth ETF was a new Reilly Financial Advisors position in Q4 2021.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #856 holding.
335 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.