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Sagespring Wealth Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Sagespring Wealth Partners’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 		$211K Sell
3,108
-282
-8% -$20.4K ﹤0.01% 767
2025
Q4 		$251K Sell
3,390
-1,140
-25% -$83.9K ﹤0.01% 687
2025
Q3 		$329K Sell
4,530
-42
-0.9% -$2.9K 0.01% 579
2025
Q2 		$302K Buy
4,572
+258
+6% +$15.4K 0.01% 578
2025
Q1 		$240K Buy
+4,314
New +$261K 0.01% 583

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

Sagespring Wealth Partners's VOOG Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 8.3% in Q1 2026, selling an estimated $20.4K and leaving 3,108 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Sagespring Wealth Partners first reported a position in VOOG in Q1 2025 and has held it in 5 quarters since. The position peaked at $329K in Q3 2025. 683 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Sagespring Wealth Partners held 3,108 shares of Vanguard S&P 500 Growth ETF worth $211K as of Q1 2026.
  • Sagespring Wealth Partners sold 282 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $20.4K.
  • Vanguard S&P 500 Growth ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #767 holding.
  • Sagespring Wealth Partners first reported a position in Vanguard S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Vanguard S&P 500 Growth ETF position peaked at $329K in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.