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Retirement Capital Strategies’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Retirement Capital Strategies’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 		$3.11M Buy
+37,686
New +$2.99M 1.08% 20
2024
Q3 		– Sell
-19,044
Closed -$1.06M – 83
2024
Q2 		$1.06M Buy
+19,044
New +$987K 0.42% 40

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 22.9% 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

Retirement Capital Strategies's VOOG Position: Q2 2026 in Review

Retirement Capital Strategies opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 37,686 shares worth $3.11M. The stake represents 1.08% of the portfolio and ranks #20 among its holdings. This is a return to the name: Retirement Capital Strategies previously reported a position in VOOG as recently as Q2 2024.

Retirement Capital Strategies first reported a position in VOOG in Q2 2024 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Retirement Capital Strategies held 37,686 shares of Vanguard S&P 500 Growth ETF worth $3.11M as of Q2 2026.
  • Vanguard S&P 500 Growth ETF was a new Retirement Capital Strategies position in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up 1.08% of Retirement Capital Strategies's portfolio in Q2 2026, its #20 holding.
  • Retirement Capital Strategies first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.