Truepoint Inc’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Truepoint 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 Q1	–	Sell	-2,754	Closed	-$204K	–	156
2025 Q4	$204K	Sell	2,754 -1,224	-31%	-$90.1K	﹤0.01%	143
2025 Q3	$289K	Buy	+3,978	New	+$275K	0.01%	123
2024 Q1	–	Sell	-5,568	Closed	-$251K	–	239
2023 Q4	$251K	Buy	5,568 +348	+7%	+$14.9K	0.01%	198
2023 Q3	$215K	Buy	+5,220	New	+$222K	0.01%	185

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Truepoint Inc's VOOG Position: Q1 2026 in Review

Truepoint Inc sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 2,754 shares — an estimated $204K sold.

Truepoint Inc first reported a position in VOOG in Q3 2023 and held it in 4 quarters. The position peaked at $289K in Q3 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Truepoint Inc reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Truepoint Inc sold 2,754 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $204K.
Truepoint Inc first reported a position in Vanguard S&P 500 Growth ETF in Q3 2023 and held it in 4 quarters.
Truepoint Inc's Vanguard S&P 500 Growth ETF position peaked at $289K in Q3 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.