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

SVB Wealth’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
2022 Q2	–	Sell	-912	Closed	-$41K	–	855
2022 Q1	$41K	Hold	912	–	–	﹤0.01%	750
2021 Q4	$45K	Hold	912	–	–	﹤0.01%	766
2021 Q3	$40K	Hold	912	–	–	﹤0.01%	964
2021 Q2	$39K	Hold	912	–	–	﹤0.01%	947
2021 Q1	$35K	Hold	912	–	–	﹤0.01%	889
2020 Q4	$34K	Hold	912	–	–	﹤0.01%	825
2020 Q3	$32K	Hold	912	–	–	﹤0.01%	713
2020 Q2	$28K	Hold	912	–	–	﹤0.01%	602
2020 Q1	$22K	Hold	912	–	–	﹤0.01%	533
2019 Q4	$27K	Buy	+912	New	+$25.3K	﹤0.01%	618

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

PIM

Parker Investment Management Menlo Park, California $1.31B AUM 62.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SVB Wealth's VOOG Position: Q2 2022 in Review

SVB Wealth sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2022, closing a stake of 912 shares — an estimated $41K sold.

SVB Wealth first reported a position in VOOG in Q4 2019 and held it in 10 quarters. The position peaked at $45K in Q4 2021. 312 funds tracked by Wall St. Rank hold VOOG as of Q2 2022.

SVB Wealth reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
SVB Wealth sold 912 Vanguard S&P 500 Growth ETF shares in Q2 2022, an estimated $41K.
SVB Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q4 2019 and held it in 10 quarters.
SVB Wealth's Vanguard S&P 500 Growth ETF position peaked at $45K in Q4 2021.
312 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.