Strategies Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Strategies Wealth Advisors’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	$10.1M	Sell	122,642 -4,822	-4%	-$383K	0.91%	16
2026 Q1	$8.66M	Sell	127,464 -4,926	-4%	-$356K	0.87%	16
2025 Q4	$9.81M	Sell	132,390 -252	-0.2%	-$18.5K	0.98%	15
2025 Q3	$9.63M	Buy	132,642 +300	+0.2%	+$20.7K	1%	15
2025 Q2	$8.75M	Sell	132,342 -318	-0.2%	-$18.9K	0.96%	14
2025 Q1	$7.4M	Sell	132,660 -888	-0.7%	-$53.8K	0.9%	15
2024 Q4	$8.48M	Buy	133,548 +36	+0%	+$2.16K	1.06%	13
2024 Q3	$7.68M	Sell	133,512 -222	-0.2%	-$12.3K	1.03%	15
2024 Q2	$7.43M	Sell	133,734 -3,612	-3%	-$187K	1.08%	15
2024 Q1	$6.98M	Sell	137,346 -78	-0.1%	-$3.77K	1.07%	15
2023 Q4	$6.2M	Buy	137,424 +108	+0.1%	+$4.62K	1.06%	16
2023 Q3	$5.65M	Buy	137,316 +42	+0%	+$1.79K	1.11%	19
2023 Q2	$5.81M	Hold	137,274	–	–	1.19%	16
2023 Q1	$5.27M	Sell	137,274 -3,594	-3%	-$132K	1.16%	17
2022 Q4	$4.95M	Buy	+140,868	New	+$5.09M	1.22%	16
2022 Q2	$5.08M	Buy	140,148 +276	+0.2%	+$11K	1.46%	14
2022 Q1	$6.43M	Sell	139,872 -246	-0.2%	-$11.1K	1.72%	13
2021 Q4	$7.05M	Buy	+140,118	New	+$6.79M	1.98%	13

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

Strategies Wealth Advisors's VOOG Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 3.8% in Q2 2026, selling an estimated $383K and leaving 122,642 shares worth $10.1M. The position accounts for 0.91% of the portfolio, ranked #16.

Strategies Wealth Advisors first reported a position in VOOG in Q4 2021 and has held it in 18 quarters since. 754 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Strategies Wealth Advisors held 122,642 shares of Vanguard S&P 500 Growth ETF worth $10.1M as of Q2 2026.
Strategies Wealth Advisors sold 4,822 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $383K.
Vanguard S&P 500 Growth ETF made up 0.91% of Strategies Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Strategies Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
754 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.