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Stonebridge Financial Group (Pennsylvania)’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-60
Closed -$3.35K – 916
2025
Q1 		$3.35K Hold
60
– – ﹤0.01% 749
2024
Q4 		$3.66K Buy
+60
New +$3.6K ﹤0.01% 718

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Bank of America
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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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VOOG Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2025, closing a stake of 60 shares — an estimated $3.35K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in VOOG in Q4 2024 and held it in 2 quarters. The position peaked at $3.66K in Q4 2024. 615 funds tracked by Wall St. Rank hold VOOG as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 60 Vanguard S&P 500 Growth ETF shares in Q2 2025, an estimated $3.35K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Vanguard S&P 500 Growth ETF position peaked at $3.66K in Q4 2024.
  • 615 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.