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

Smith Salley 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 Q2	$521K	Hold	6,300	–	–	0.02%	196
2026 Q1	$428K	Hold	6,300	–	–	0.02%	197
2025 Q4	$467K	Hold	6,300	–	–	0.02%	190
2025 Q3	$457K	Buy	6,300 +1,500	+31%	+$104K	0.02%	189
2025 Q2	$317K	Buy	+4,800	New	+$286K	0.02%	213

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

Smith Salley Wealth Management's VOOG Position: Q2 2026 in Review

Smith Salley Wealth Management held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 6,300 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #196.

Smith Salley Wealth Management first reported a position in VOOG in Q2 2025 and has held it in 5 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Smith Salley Wealth Management held 6,300 shares of Vanguard S&P 500 Growth ETF worth $521K as of Q2 2026.
Smith Salley Wealth Management left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #196 holding.
Smith Salley Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.