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SMI Advisory Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

SMI Advisory Services’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 		$432K Buy
+5,307
New +$421K 0.07% 43
2022
Q1 		– Sell
-380,526
Closed -$19.1M – 42
2021
Q4 		$19.1M Buy
+380,526
New +$18.4M 7.28% 6

Other funds holding VOOG

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SMI Advisory Services's VOOG Position: Q2 2026 in Review

SMI Advisory Services opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 5,307 shares worth $432K. The stake represents 0.07% of the portfolio and ranks #43 among its holdings. This is a return to the name: SMI Advisory Services previously reported a position in VOOG as recently as Q4 2021.

SMI Advisory Services first reported a position in VOOG in Q4 2021 and has held it in 2 quarters since. The position peaked at $19.1M in Q4 2021. 114 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • SMI Advisory Services held 5,307 shares of Vanguard S&P 500 Growth ETF worth $432K as of Q2 2026.
  • Vanguard S&P 500 Growth ETF was a new SMI Advisory Services position in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up 0.07% of SMI Advisory Services's portfolio in Q2 2026, its #43 holding.
  • SMI Advisory Services first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • SMI Advisory Services's Vanguard S&P 500 Growth ETF position peaked at $19.1M in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.