Royal Fund Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Royal Fund 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 Q2	$4.23M	Sell	51,143 -2,299	-4%	-$182K	0.35%	96
2026 Q1	$3.64M	Sell	53,442 -2,304	-4%	-$167K	0.35%	101
2025 Q4	$4.14M	Buy	55,746 +5,064	+10%	+$373K	0.38%	84
2025 Q3	$3.68M	Sell	50,682 -16,536	-25%	-$1.14M	0.44%	75
2025 Q2	$4.45M	Sell	67,218 -3,318	-5%	-$197K	0.44%	76
2025 Q1	$3.97M	Sell	70,536 -3,420	-5%	-$207K	0.44%	79
2024 Q4	$4.55M	Sell	73,956 -73,236	-50%	-$4.39M	0.42%	72
2024 Q3	$8.54M	Buy	147,192 +69,978	+91%	+$3.88M	0.51%	49
2024 Q2	$4.32M	Sell	77,214 -41,544	-35%	-$2.15M	0.35%	61
2024 Q1	$6.04M	Sell	118,758 -5,190	-4%	-$251K	0.59%	43
2023 Q4	$5.6M	Sell	123,948 -6,594	-5%	-$282K	0.62%	40
2023 Q3	$5.37M	Sell	130,542 -8,592	-6%	-$365K	0.73%	38
2023 Q2	$5.89M	Sell	139,134 -8,418	-6%	-$335K	0.73%	35
2023 Q1	$5.67M	Sell	147,552 -20,190	-12%	-$742K	0.81%	36
2022 Q4	$5.9M	Sell	167,742 -12,318	-7%	-$445K	0.94%	32
2022 Q3	$6.26M	Sell	180,060 -10,104	-5%	-$395K	1.14%	23
2022 Q2	$6.9M	Sell	190,164 -4,950	-3%	-$197K	1.15%	23
2022 Q1	$8.96M	Buy	195,114 +4,500	+2%	+$203K	1.3%	20
2021 Q4	$9.59M	Buy	190,614 +11,730	+7%	+$568K	1.37%	17
2021 Q3	$7.95M	Buy	178,884 +11,454	+7%	+$525K	1.16%	20
2021 Q2	$7.32M	Buy	167,430 +14,760	+10%	+$614K	1.21%	20
2021 Q1	$5.98M	Buy	152,670 +18,546	+14%	+$721K	1.09%	25
2020 Q4	$5.14M	Buy	134,124 +27,522	+26%	+$1M	1.09%	26
2020 Q3	$3.7M	Buy	106,602 +41,802	+65%	+$1.42M	0.95%	42
2020 Q2	$2.02M	Buy	64,800 +20,130	+45%	+$580K	0.71%	61
2020 Q1	$1.11M	Sell	44,670 -3,222	-7%	-$91.5K	0.45%	60
2019 Q4	$1.39M	Buy	47,892 +20,640	+76%	+$573K	0.35%	63
2019 Q3	$734K	Buy	27,252 +8,646	+46%	+$234K	0.2%	72
2019 Q2	$499K	Buy	18,606 +4,830	+35%	+$127K	0.15%	77
2019 Q1	$355K	Buy	13,776 +6,882	+100%	+$169K	0.11%	91
2018 Q4	$155K	Buy	+6,894	New	+$167K	0.06%	123

Other funds holding VOOG

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Royal Fund Management's VOOG Position: Q2 2026 in Review

Royal Fund Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 4.3% in Q2 2026, selling an estimated $182K and leaving 51,143 shares worth $4.23M. The position accounts for 0.35% of the portfolio, ranked #96.

Royal Fund Management first reported a position in VOOG in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.59M in Q4 2021. 229 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Royal Fund Management held 51,143 shares of Vanguard S&P 500 Growth ETF worth $4.23M as of Q2 2026.
Royal Fund Management sold 2,299 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $182K.
Vanguard S&P 500 Growth ETF made up 0.35% of Royal Fund Management's portfolio in Q2 2026, its #96 holding.
Royal Fund Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Royal Fund Management's Vanguard S&P 500 Growth ETF position peaked at $9.59M in Q4 2021.
229 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.