Sound View Wealth Advisors Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Sound View Wealth Advisors Group’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	$2.01M	Buy	29,532 +582	+2%	+$42.1K	0.14%	128
2025 Q4	$2.15M	Buy	28,950 +1,374	+5%	+$101K	0.14%	125
2025 Q3	$2M	Buy	27,576 +744	+3%	+$51.5K	0.14%	135
2025 Q2	$1.77M	Buy	26,832 +6,432	+32%	+$383K	0.13%	139
2025 Q1	$1.14M	Buy	20,400 +10,338	+103%	+$627K	0.09%	162
2024 Q4	$614K	Buy	10,062 +5,202	+107%	+$312K	0.05%	235
2024 Q3	$280K	Buy	+4,860	New	+$270K	0.02%	344

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

Sound View Wealth Advisors Group's VOOG Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 2% in Q1 2026, buying an estimated $42.1K and bringing the position to 29,532 shares worth $2.01M. The position accounts for 0.14% of the portfolio, ranked #128.

Sound View Wealth Advisors Group first reported a position in VOOG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.15M in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Sound View Wealth Advisors Group held 29,532 shares of Vanguard S&P 500 Growth ETF worth $2.01M as of Q1 2026.
Sound View Wealth Advisors Group bought 582 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $42.1K.
Vanguard S&P 500 Growth ETF made up 0.14% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #128 holding.
Sound View Wealth Advisors Group first reported a position in Vanguard S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Sound View Wealth Advisors Group's Vanguard S&P 500 Growth ETF position peaked at $2.15M in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.