Steward Partners Investment Advisory’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Steward Partners Investment Advisory’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	$1.14M	Buy	13,845 +1,761	+15%	+$140K	0.01%	1215
2026 Q1	$821K	Sell	12,084 -5,604	-32%	-$405K	﹤0.01%	1274
2025 Q4	$1.31M	Sell	17,688 -41,316	-70%	-$3.04M	0.01%	945
2025 Q3	$4.28M	Buy	59,004 +48,924	+485%	+$3.38M	0.02%	513
2025 Q2	$666K	Buy	10,080 +2,250	+29%	+$134K	0.01%	1167
2025 Q1	$436K	Buy	7,830 +960	+14%	+$58.2K	﹤0.01%	1275
2024 Q4	$419K	Sell	6,870 -180	-3%	-$10.8K	﹤0.01%	1245
2024 Q3	$406K	Buy	7,050 +3,324	+89%	+$184K	﹤0.01%	1197
2024 Q2	$207K	Buy	3,726 +900	+32%	+$46.7K	﹤0.01%	1432
2024 Q1	$144K	Buy	2,826 +24	+0.9%	+$1.16K	﹤0.01%	1587
2023 Q4	$126K	Hold	2,802	–	–	﹤0.01%	1578
2023 Q3	$115K	Hold	2,802	–	–	﹤0.01%	1511
2023 Q2	$119K	Hold	2,802	–	–	﹤0.01%	1505
2023 Q1	$108K	Buy	2,802 +48	+2%	+$1.76K	﹤0.01%	1557
2022 Q4	$96.8K	Hold	2,754	–	–	﹤0.01%	1571
2022 Q3	$96K	Buy	2,754 +2,460	+837%	+$96.1K	﹤0.01%	1515
2022 Q2	$11K	Hold	294	–	–	﹤0.01%	2502
2022 Q1	$14K	Sell	294 -30	-9%	-$1.35K	﹤0.01%	2534
2021 Q4	$16K	Buy	324 +30	+10%	+$1.45K	﹤0.01%	2425
2021 Q3	$13K	Sell	294 -1,800	-86%	-$82.5K	﹤0.01%	2522
2021 Q2	$92K	Hold	2,094	–	–	﹤0.01%	2391
2021 Q1	$82K	Sell	2,094 -180	-8%	-$7K	﹤0.01%	1717
2020 Q4	$87K	Hold	2,274	–	–	﹤0.01%	1420
2020 Q3	$79K	Hold	2,274	–	–	﹤0.01%	1312
2020 Q2	$71K	Hold	2,274	–	–	﹤0.01%	1277
2020 Q1	$56K	Buy	2,274 +294	+15%	+$8.35K	﹤0.01%	1217
2019 Q4	$57K	Hold	1,980	–	–	﹤0.01%	1347
2019 Q3	$53K	Sell	1,980 -180	-8%	-$4.88K	﹤0.01%	1326
2019 Q2	$57K	Buy	+2,160	New	+$56.9K	﹤0.01%	1292
2018 Q4	–	Sell	-2,280	Closed	-$60K	–	2118
2018 Q3	$60K	Buy	+2,280	New	+$58.6K	﹤0.01%	1126

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

Steward Partners Investment Advisory's VOOG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 15% in Q2 2026, buying an estimated $140K and bringing the position to 13,845 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1215.

Steward Partners Investment Advisory first reported a position in VOOG in Q3 2018 and has held it in 30 quarters since. The position peaked at $4.28M in Q3 2025. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Steward Partners Investment Advisory held 13,845 shares of Vanguard S&P 500 Growth ETF worth $1.14M as of Q2 2026.
Steward Partners Investment Advisory bought 1,761 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $140K.
Vanguard S&P 500 Growth ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1215 holding.
Steward Partners Investment Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q3 2018 and has held it in 30 quarters since.
Steward Partners Investment Advisory's Vanguard S&P 500 Growth ETF position peaked at $4.28M in Q3 2025.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.