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Steffes Financial’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Steffes Financial’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 		$26.1M Buy
315,325
+6,853
+2% +$544K 11.25% 4
2026
Q1 		$21M Buy
308,472
+24,360
+9% +$1.76M 11.06% 4
2025
Q4 		$21.1M Buy
+284,112
New +$20.9M 10.99% 4

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Steffes Financial's VOOG Position: Q2 2026 in Review

Steffes Financial increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 2.2% in Q2 2026, buying an estimated $544K and bringing the position to 315,325 shares worth $26.1M. The position accounts for 11.25% of the portfolio, ranked #4.

Steffes Financial first reported a position in VOOG in Q4 2025 and has held it in 3 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Steffes Financial held 315,325 shares of Vanguard S&P 500 Growth ETF worth $26.1M as of Q2 2026.
  • Steffes Financial bought 6,853 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $544K.
  • Vanguard S&P 500 Growth ETF made up 11.25% of Steffes Financial's portfolio in Q2 2026, its #4 holding.
  • Steffes Financial first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Steffes Financial's 13F filing for Q2 2026, filed 14 Aug 2026.