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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Strategies Wealth Advisors's VOOG Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 3.7% in Q1 2026, selling an estimated $356K and leaving 127,464 shares worth $8.66M. The position accounts for 0.87% of the portfolio, ranked #16.

Strategies Wealth Advisors first reported a position in VOOG in Q4 2021 and has held it in 17 quarters since. The position peaked at $9.81M in Q4 2025. 683 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Strategies Wealth Advisors held 127,464 shares of Vanguard S&P 500 Growth ETF worth $8.66M as of Q1 2026.
  • Strategies Wealth Advisors sold 4,926 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $356K.
  • Vanguard S&P 500 Growth ETF made up 0.87% of Strategies Wealth Advisors's portfolio in Q1 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 17 quarters since.
  • Strategies Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $9.81M in Q4 2025.
  • 683 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.