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

Smith & Howard 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 Q1	$235K	Sell	3,456 -522	-13%	-$37.7K	0.05%	76
2025 Q4	$295K	Buy	+3,978	New	+$293K	0.07%	65
2014 Q1	–	Sell	-228	Closed	-$3K	–	209
2013 Q4	$3K	Hold	228	–	–	﹤0.01%	236
2013 Q3	$3K	Hold	228	–	–	﹤0.01%	242
2013 Q2	$3K	Buy	+228	New	+$2.88K	﹤0.01%	215

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Smith & Howard Wealth Management's VOOG Position: Q1 2026 in Review

Smith & Howard Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 13% in Q1 2026, selling an estimated $37.7K and leaving 3,456 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #76.

Smith & Howard Wealth Management first reported a position in VOOG in Q2 2013 and has held it in 5 quarters since. The position peaked at $295K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Smith & Howard Wealth Management held 3,456 shares of Vanguard S&P 500 Growth ETF worth $235K as of Q1 2026.
Smith & Howard Wealth Management sold 522 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $37.7K.
Vanguard S&P 500 Growth ETF made up 0.05% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #76 holding.
Smith & Howard Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2013 and has held it in 5 quarters since.
Smith & Howard Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $295K in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.