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Soltis Investment Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Soltis Investment 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 		$576K Buy
8,478
+282
+3% +$20.4K 0.04% 314
2025
Q4 		$607K Buy
+8,196
New +$603K 0.04% 292

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Soltis Investment Advisors's VOOG Position: Q1 2026 in Review

Soltis Investment Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 3.4% in Q1 2026, buying an estimated $20.4K and bringing the position to 8,478 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #314.

Soltis Investment Advisors first reported a position in VOOG in Q4 2025 and has held it in 2 quarters since. The position peaked at $607K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Soltis Investment Advisors held 8,478 shares of Vanguard S&P 500 Growth ETF worth $576K as of Q1 2026.
  • Soltis Investment Advisors bought 282 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $20.4K.
  • Vanguard S&P 500 Growth ETF made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #314 holding.
  • Soltis Investment Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Soltis Investment Advisors's Vanguard S&P 500 Growth ETF position peaked at $607K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.