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 Q2	$2.42M	Sell	29,289 -243	-0.8%	-$19.3K	0.15%	122
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 $1.81T 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

Sound View Wealth Advisors Group's VOOG Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.82% in Q2 2026, selling an estimated $19.3K and leaving 29,289 shares worth $2.42M. The position accounts for 0.15% of the portfolio, ranked #122.

Sound View Wealth Advisors Group first reported a position in VOOG in Q3 2024 and has held it in 8 quarters since. 754 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Sound View Wealth Advisors Group held 29,289 shares of Vanguard S&P 500 Growth ETF worth $2.42M as of Q2 2026.
Sound View Wealth Advisors Group sold 243 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $19.3K.
Vanguard S&P 500 Growth ETF made up 0.15% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #122 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 8 quarters since.
754 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.