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 Q2	$322K	Sell	3,774 -18,870	-83%	-$1.5M	0.05%	172
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 $1.81T 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 22.96% 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

SevenBridge Financial Group's VOOG Position: Q2 2026 in Review

SevenBridge Financial Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 83% in Q2 2026, selling an estimated $1.5M and leaving 3,774 shares worth $322K. 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 8 quarters since. 754 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

SevenBridge Financial Group held 3,774 shares of Vanguard S&P 500 Growth ETF worth $322K as of Q2 2026.
SevenBridge Financial Group sold 18,870 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $1.5M.
Vanguard S&P 500 Growth ETF made up 0.05% of SevenBridge Financial Group's portfolio in Q2 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 8 quarters since.
754 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.