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Towercrest Capital Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Towercrest Capital Management’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
2025
Q1 		– Sell
-3,798
Closed -$232K – 100
2024
Q4 		$232K Buy
+3,798
New +$228K 0.04% 95

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UBS Group
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LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Towercrest Capital Management's VOOG Position: Q1 2025 in Review

Towercrest Capital Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2025, closing a stake of 3,798 shares — an estimated $232K sold.

Towercrest Capital Management first reported a position in VOOG in Q4 2024 and held it in 1 quarter. The position peaked at $232K in Q4 2024. 567 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

  • Towercrest Capital Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Towercrest Capital Management sold 3,798 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $232K.
  • Towercrest Capital Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Towercrest Capital Management's Vanguard S&P 500 Growth ETF position peaked at $232K in Q4 2024.
  • 567 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

Based on Towercrest Capital Management's 13F filing for Q1 2025, filed 8 May 2025.