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Retirement Planning Group (Kansas)’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.93M Buy
28,380
+708
+3% +$51.2K 0.06% 138
2025
Q4 		$2.05M Buy
27,672
+1,068
+4% +$78.6K 0.07% 115
2025
Q3 		$1.93M Buy
26,604
+96
+0.4% +$6.64K 0.07% 115
2025
Q2 		$1.75M Hold
26,508
– – 0.07% 98
2025
Q1 		$1.48M Sell
26,508
-306
-1% -$18.5K 0.07% 99
2024
Q4 		$1.64M Sell
26,814
-162
-0.6% -$9.72K 0.08% 93
2024
Q3 		$1.55M Sell
26,976
-840
-3% -$46.6K 0.08% 99
2024
Q2 		$1.55M Sell
27,816
-594
-2% -$30.8K 0.1% 80
2024
Q1 		$1.44M Sell
28,410
-462
-2% -$22.3K 0.11% 76
2023
Q4 		$1.3M Sell
28,872
-702
-2% -$30K 0.12% 61
2023
Q3 		$1.22M Sell
29,574
-96
-0.3% -$4.08K 0.13% 51
2023
Q2 		$1.26M Sell
29,670
-2,898
-9% -$115K 0.13% 53
2023
Q1 		$1.25M Sell
32,568
-1,602
-5% -$58.9K 0.13% 52
2022
Q4 		$1.2M Sell
34,170
-2,478
-7% -$89.5K 0.14% 56
2022
Q3 		$1.27M Buy
36,648
+714
+2% +$27.9K 0.16% 47
2022
Q2 		$1.3M Sell
35,934
-3,906
-10% -$155K 0.16% 44
2022
Q1 		$1.83M Sell
39,840
-1,122
-3% -$50.7K 0.2% 36
2021
Q4 		$2.06M Sell
40,962
-216
-0.5% -$10.5K 0.2% 31
2021
Q3 		$1.83M Sell
41,178
-2,724
-6% -$125K 0.21% 28
2021
Q2 		$1.92M Buy
+43,902
New +$1.83M 0.22% 32

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VOOG Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 2.6% in Q1 2026, buying an estimated $51.2K and bringing the position to 28,380 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #138.

Retirement Planning Group (Kansas) first reported a position in VOOG in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.06M in Q4 2021. 683 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Retirement Planning Group (Kansas) held 28,380 shares of Vanguard S&P 500 Growth ETF worth $1.93M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 708 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $51.2K.
  • Vanguard S&P 500 Growth ETF made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #138 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard S&P 500 Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard S&P 500 Growth ETF position peaked at $2.06M in Q4 2021.
  • 683 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.