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

Simplicity Wealth’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	$1.2M	Sell	14,495 -5,995	-29%	-$476K	0.04%	378
2026 Q1	$1.39M	Sell	20,490 -3,336	-14%	-$241K	0.08%	235
2025 Q4	$1.77M	Sell	23,826 -16,020	-40%	-$1.18M	0.11%	190
2025 Q3	$2.89M	Buy	39,846 +8,694	+28%	+$601K	0.17%	135
2025 Q2	$2.06M	Sell	31,152 -8,844	-22%	-$526K	0.09%	211
2025 Q1	$2.23M	Buy	39,996 +23,928	+149%	+$1.45M	0.17%	142
2024 Q4	$980K	Hold	16,068	–	–	0.2%	93
2024 Q3	$925K	Sell	16,068 -15,450	-49%	-$857K	0.09%	207
2024 Q2	$1.75M	Sell	31,518 -762	-2%	-$39.5K	0.04%	375
2024 Q1	$1.64M	Buy	+32,280	New	+$1.56M	0.04%	389

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

Simplicity Wealth's VOOG Position: Q2 2026 in Review

Simplicity Wealth reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 29% in Q2 2026, selling an estimated $476K and leaving 14,495 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #378.

Simplicity Wealth first reported a position in VOOG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.89M in Q3 2025. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Simplicity Wealth held 14,495 shares of Vanguard S&P 500 Growth ETF worth $1.2M as of Q2 2026.
Simplicity Wealth sold 5,995 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $476K.
Vanguard S&P 500 Growth ETF made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #378 holding.
Simplicity Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Vanguard S&P 500 Growth ETF position peaked at $2.89M in Q3 2025.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.