SW
VOOG icon

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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $659M AUM 52.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return