JMBAI
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J. M. Brown & Associates Inc.’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

J. M. Brown & Associates Inc.’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 		$1.79M Buy
+21,637
New +$1.72M 1.02% 24

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SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
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Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

J. M. Brown & Associates Inc.'s VOOG Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 21,637 shares worth $1.79M. The stake represents 1.02% of the portfolio and ranks #24 among its holdings.

221 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • J. M. Brown & Associates Inc. held 21,637 shares of Vanguard S&P 500 Growth ETF worth $1.79M as of Q2 2026.
  • Vanguard S&P 500 Growth ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up 1.02% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #24 holding.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.