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

Sax 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	$976K	Sell	2,395 -11,051	-82%	-$877K	0.04%	234
2026 Q1	$996K	Hold	13,446	–	–	0.05%	195
2025 Q4	$996K	Sell	13,446 -276	-2%	-$20.3K	0.05%	202
2025 Q3	$996K	Hold	13,722	–	–	0.05%	186
2025 Q2	$907K	Buy	13,722 +6	+0%	+$357	0.05%	185
2025 Q1	$765K	Buy	13,716 +1,560	+13%	+$94.5K	0.05%	168
2024 Q4	$742K	Hold	12,156	–	–	0.06%	152
2024 Q3	$700K	Buy	12,156 +3,978	+49%	+$221K	0.06%	126
2024 Q2	$455K	Sell	8,178 -2,994	-27%	-$155K	0.04%	156
2024 Q1	$567K	Buy	11,172 +6,330	+131%	+$306K	0.07%	106
2023 Q4	$219K	Buy	+4,842	New	+$207K	0.04%	175
2023 Q3	–	Sell	-4,842	Closed	-$205K	–	188
2023 Q2	$205K	Buy	+4,842	New	+$193K	0.04%	165
2022 Q2	–	Sell	-4,824	Closed	-$222K	–	181
2022 Q1	$222K	Hold	4,824	–	–	0.05%	158
2021 Q4	$243K	Buy	4,824 +6	+0.1%	+$291	0.05%	158
2021 Q3	$214K	Buy	+4,818	New	+$221K	0.05%	159

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 22.9% 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

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

Sax Wealth Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 82% in Q2 2026, selling an estimated $877K and leaving 2,395 shares worth $976K. The position accounts for 0.04% of the portfolio, ranked #234.

Sax Wealth Advisors first reported a position in VOOG in Q3 2021 and has held it in 15 quarters since. The position peaked at $996K in Q1 2026. 756 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Sax Wealth Advisors held 2,395 shares of Vanguard S&P 500 Growth ETF worth $976K as of Q2 2026.
Sax Wealth Advisors sold 11,051 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $877K.
Vanguard S&P 500 Growth ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #234 holding.
Sax Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2021 and has held it in 15 quarters since.
Sax Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $996K in Q1 2026.
756 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.