Roberts Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Roberts Wealth 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	$382K	Sell	4,626 -234	-5%	-$18.6K	0.09%	93
2026 Q1	$330K	Sell	4,860 -222	-4%	-$16.1K	0.08%	96
2025 Q4	$376K	Sell	5,082 -348	-6%	-$25.6K	0.1%	88
2025 Q3	$394K	Buy	5,430 +36	+0.7%	+$2.49K	0.1%	85
2025 Q2	$356K	Buy	5,394 +18	+0.3%	+$1.07K	0.1%	84
2025 Q1	$300K	Buy	5,376 +162	+3%	+$9.82K	0.09%	90
2024 Q4	$323K	Buy	5,214 +378	+8%	+$22.7K	0.1%	87
2024 Q3	$280K	Sell	4,836 -1,062	-18%	-$58.9K	0.09%	86
2024 Q2	$341K	Buy	5,898 +174	+3%	+$9.02K	0.12%	79
2024 Q1	$283K	Buy	+5,724	New	+$276K	0.11%	87

Other funds holding VOOG

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Roberts Wealth Advisors's VOOG Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 4.8% in Q2 2026, selling an estimated $18.6K and leaving 4,626 shares worth $382K. The position accounts for 0.09% of the portfolio, ranked #93.

Roberts Wealth Advisors first reported a position in VOOG in Q1 2024 and has held it in 10 quarters since. The position peaked at $394K in Q3 2025. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Roberts Wealth Advisors held 4,626 shares of Vanguard S&P 500 Growth ETF worth $382K as of Q2 2026.
Roberts Wealth Advisors sold 234 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $18.6K.
Vanguard S&P 500 Growth ETF made up 0.09% of Roberts Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Roberts Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Roberts Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $394K in Q3 2025.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.