Ritholtz Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Ritholtz Wealth Management’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	$602K	Sell	8,862 -108	-1%	-$7.81K	0.01%	725
2025 Q4	$665K	Buy	8,970 +678	+8%	+$49.9K	0.01%	629
2025 Q3	$602K	Buy	8,292 +6	+0.1%	+$415	0.01%	627
2025 Q2	$548K	Buy	8,286 +480	+6%	+$28.6K	0.01%	614
2025 Q1	$435K	Hold	7,806	–	–	0.01%	636
2024 Q4	$476K	Sell	7,806 -450	-5%	-$27K	0.01%	580
2024 Q3	$475K	Sell	8,256 -1,824	-18%	-$101K	0.01%	571
2024 Q2	$560K	Buy	10,080 +2,598	+35%	+$135K	0.02%	483
2024 Q1	$380K	Buy	7,482 +456	+6%	+$22K	0.01%	583
2023 Q4	$317K	Buy	+7,026	New	+$301K	0.01%	591

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

Ritholtz Wealth Management's VOOG Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.2% in Q1 2026, selling an estimated $7.81K and leaving 8,862 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #725.

Ritholtz Wealth Management first reported a position in VOOG in Q4 2023 and has held it in 10 quarters since. The position peaked at $665K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Ritholtz Wealth Management held 8,862 shares of Vanguard S&P 500 Growth ETF worth $602K as of Q1 2026.
Ritholtz Wealth Management sold 108 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $7.81K.
Vanguard S&P 500 Growth ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #725 holding.
Ritholtz Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Ritholtz Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $665K in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.