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

Roundview Capital’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	$324K	Buy	4,770 +402	+9%	+$29.1K	0.02%	293
2025 Q4	$324K	Hold	4,368	–	–	0.02%	286
2025 Q3	$317K	Hold	4,368	–	–	0.02%	295
2025 Q2	$289K	Sell	4,368 -60	-1%	-$3.57K	0.02%	294
2025 Q1	$247K	Buy	4,428 +60	+1%	+$3.64K	0.02%	293
2024 Q4	$266K	Hold	4,368	–	–	0.02%	305
2024 Q3	$251K	Hold	4,368	–	–	0.02%	311
2024 Q2	$243K	Sell	4,368 -90	-2%	-$4.67K	0.02%	304
2024 Q1	$226K	Hold	4,458	–	–	0.02%	301
2023 Q4	$201K	Buy	+4,458	New	+$191K	0.02%	299
2022 Q2	–	Sell	-4,368	Closed	-$201K	–	293
2022 Q1	$201K	Hold	4,368	–	–	0.02%	289
2021 Q4	$220K	Buy	+4,368	New	+$212K	0.02%	286

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

Roundview Capital's VOOG Position: Q1 2026 in Review

Roundview Capital increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 9.2% in Q1 2026, buying an estimated $29.1K and bringing the position to 4,770 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #293.

Roundview Capital first reported a position in VOOG in Q4 2021 and has held it in 12 quarters since. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Roundview Capital held 4,770 shares of Vanguard S&P 500 Growth ETF worth $324K as of Q1 2026.
Roundview Capital bought 402 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $29.1K.
Vanguard S&P 500 Growth ETF made up 0.02% of Roundview Capital's portfolio in Q1 2026, its #293 holding.
Roundview Capital first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 12 quarters since.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.