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 Q3	$66M	Buy	756,331 +751,024	+14,152%	+$62.6M	10.54%	3
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

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

SMI Advisory Services's VOOG Position: Q3 2026 in Review

SMI Advisory Services increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 14,152% in Q3 2026, buying an estimated $62.6M and bringing the position to 756,331 shares worth $66M. The position accounts for 10.54% of the portfolio, ranked #3.

SMI Advisory Services first reported a position in VOOG in Q4 2021 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

SMI Advisory Services held 756,331 shares of Vanguard S&P 500 Growth ETF worth $66M as of Q3 2026.
SMI Advisory Services bought 751,024 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $62.6M.
Vanguard S&P 500 Growth ETF made up 10.54% of SMI Advisory Services's portfolio in Q3 2026, its #3 holding.
SMI Advisory Services first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 3 quarters since.
177 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.