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Shelter Rock Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Shelter Rock 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
Q3 		$644K Buy
7,420
+14
+0.2% +$1.17K 0.6% 23
2026
Q2 		$612K Buy
7,406
+3,554
+92% +$282K 0.59% 21
2026
Q1 		$262K Buy
3,852
+408
+12% +$29.5K 0.28% 26
2025
Q4 		$255K Buy
+3,444
New +$253K 0.26% 36

Other funds holding VOOG

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Shelter Rock Management's VOOG Position: Q3 2026 in Review

Shelter Rock Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.19% in Q3 2026, buying an estimated $1.17K and bringing the position to 7,420 shares worth $644K. The position accounts for 0.6% of the portfolio, ranked #23.

Shelter Rock Management first reported a position in VOOG in Q4 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • Shelter Rock Management held 7,420 shares of Vanguard S&P 500 Growth ETF worth $644K as of Q3 2026.
  • Shelter Rock Management bought 14 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $1.17K.
  • Vanguard S&P 500 Growth ETF made up 0.6% of Shelter Rock Management's portfolio in Q3 2026, its #23 holding.
  • Shelter Rock Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on Shelter Rock Management's 13F filing for Q3 2026, filed 9 Oct 2026.