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

SOA Wealth Advisors’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	$185K	Hold	2,724	–	–	0.03%	207
2025 Q4	$202K	Hold	2,724	–	–	0.03%	203
2025 Q3	$197K	Buy	2,724 +6	+0.2%	+$415	0.03%	207
2025 Q2	$180K	Buy	2,718 +1,176	+76%	+$70K	0.03%	205
2025 Q1	$86K	Buy	1,542 +72	+5%	+$4.36K	0.02%	276
2024 Q4	$89.7K	Hold	1,470	–	–	0.02%	262
2024 Q3	$84.6K	Hold	1,470	–	–	0.02%	263
2024 Q2	$81.7K	Hold	1,470	–	–	0.02%	262
2024 Q1	$74.7K	Hold	1,470	–	–	0.02%	266
2023 Q4	$66.3K	Hold	1,470	–	–	0.01%	273
2023 Q3	$60.5K	Hold	1,470	–	–	0.02%	266
2023 Q2	$62.3K	Hold	1,470	–	–	0.01%	271
2023 Q1	$56.5K	Hold	1,470	–	–	0.01%	271
2022 Q4	$51.7K	Hold	1,470	–	–	0.01%	279
2022 Q3	$51K	Hold	1,470	–	–	0.02%	263
2022 Q2	$53K	Hold	1,470	–	–	0.02%	254
2022 Q1	$67K	Hold	1,470	–	–	0.02%	270
2021 Q4	$74K	Hold	1,470	–	–	0.02%	257
2021 Q3	$65K	Hold	1,470	–	–	0.02%	277
2021 Q2	$64K	Hold	1,470	–	–	0.02%	277
2021 Q1	$57K	Hold	1,470	–	–	0.02%	257
2020 Q4	$58K	Buy	+1,470	New	+$53.6K	0.02%	245

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

SOA Wealth Advisors's VOOG Position: Q1 2026 in Review

SOA Wealth Advisors held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2026 at 2,724 shares worth $185K. The position accounts for 0.03% of the portfolio, ranked #207.

SOA Wealth Advisors first reported a position in VOOG in Q4 2020 and has held it in 22 quarters since. The position peaked at $202K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

SOA Wealth Advisors held 2,724 shares of Vanguard S&P 500 Growth ETF worth $185K as of Q1 2026.
SOA Wealth Advisors left its Vanguard S&P 500 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P 500 Growth ETF made up 0.03% of SOA Wealth Advisors's portfolio in Q1 2026, its #207 holding.
SOA Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $202K in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.