SevenBridge Financial Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

SevenBridge Financial Group’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	$293K	Buy	22,644 +18,870	+500%	+$1.36M	0.05%	172
2025 Q4	$282K	Hold	3,774	–	–	0.05%	174
2025 Q3	$281K	Hold	3,774	–	–	0.05%	174
2025 Q2	$263K	Hold	3,774	–	–	0.05%	184
2025 Q1	$229K	Sell	3,774 -6	-0.2%	-$364	0.05%	205
2024 Q4	$239K	Hold	3,780	–	–	0.05%	201
2024 Q3	$229K	Buy	+3,780	New	+$210K	0.04%	202

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

SevenBridge Financial Group's VOOG Position: Q1 2026 in Review

SevenBridge Financial Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 500% in Q1 2026, buying an estimated $1.36M and bringing the position to 22,644 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #172.

SevenBridge Financial Group first reported a position in VOOG in Q3 2024 and has held it in 7 quarters since. 683 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

SevenBridge Financial Group held 22,644 shares of Vanguard S&P 500 Growth ETF worth $293K as of Q1 2026.
SevenBridge Financial Group bought 18,870 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $1.36M.
Vanguard S&P 500 Growth ETF made up 0.05% of SevenBridge Financial Group's portfolio in Q1 2026, its #172 holding.
SevenBridge Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
683 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.