Shakespeare Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Shakespeare Wealth 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	$69.3M	Buy	839,154 +195,222	+30%	+$15.5M	18.36%	2
2026 Q1	$43.8M	Buy	643,932 +34,128	+6%	+$2.47M	10.36%	2
2025 Q4	$45.2M	Sell	609,804 -7,230	-1%	-$532K	9.99%	2
2025 Q3	$44.8M	Sell	617,034 -22,878	-4%	-$1.58M	10.19%	2
2025 Q2	$42.3M	Buy	639,912 +16,428	+3%	+$977K	11.28%	2
2025 Q1	$34.8M	Buy	623,484 +11,706	+2%	+$709K	9.31%	2
2024 Q4	$37.3M	Sell	611,778 -10,290	-2%	-$617K	10.06%	2
2024 Q3	$35.8M	Buy	622,068 +41,760	+7%	+$2.32M	9.36%	2
2024 Q2	$32.3M	Buy	580,308 +54,024	+10%	+$2.8M	9.32%	2
2024 Q1	$26.7M	Sell	526,284 -10,758	-2%	-$520K	7.75%	2
2023 Q4	$24.2M	Buy	537,042 +14,802	+3%	+$633K	7.5%	3
2023 Q3	$21.5M	Buy	522,240 +488,742	+1,459%	+$20.8M	7.53%	3
2023 Q2	$1.42M	Buy	+33,498	New	+$1.33M	0.49%	27

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

Shakespeare Wealth Management's VOOG Position: Q2 2026 in Review

Shakespeare Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 30% in Q2 2026, buying an estimated $15.5M and bringing the position to 839,154 shares worth $69.3M. The position accounts for 18.36% of the portfolio, ranked #2.

Shakespeare Wealth Management first reported a position in VOOG in Q2 2023 and has held it in 13 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Shakespeare Wealth Management held 839,154 shares of Vanguard S&P 500 Growth ETF worth $69.3M as of Q2 2026.
Shakespeare Wealth Management bought 195,222 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $15.5M.
Vanguard S&P 500 Growth ETF made up 18.36% of Shakespeare Wealth Management's portfolio in Q2 2026, its #2 holding.
Shakespeare Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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