TruWealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

TruWealth Advisors’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	$281K	Hold	4,140	–	–	0.01%	151
2025 Q4	$307K	Hold	4,140	–	–	0.02%	146
2025 Q3	$300K	Hold	4,140	–	–	0.02%	146
2025 Q2	$274K	Hold	4,140	–	–	0.02%	145
2025 Q1	$231K	Hold	4,140	–	–	0.01%	149
2024 Q4	$253K	Hold	4,140	–	–	0.02%	139
2024 Q3	$238K	Hold	4,140	–	–	0.01%	147
2024 Q2	$230K	Hold	4,140	–	–	0.02%	152
2024 Q1	$210K	Buy	+4,140	New	+$200K	0.01%	161
2022 Q1	–	Sell	-4,140	Closed	-$208K	–	134
2021 Q4	$208K	Buy	+4,140	New	+$201K	0.02%	119

Other funds holding VOOG

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

TruWealth Advisors's VOOG Position: Q1 2026 in Review

TruWealth Advisors held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2026 at 4,140 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #151.

TruWealth Advisors first reported a position in VOOG in Q4 2021 and has held it in 10 quarters since. The position peaked at $307K in Q4 2025. 684 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

TruWealth Advisors held 4,140 shares of Vanguard S&P 500 Growth ETF worth $281K as of Q1 2026.
TruWealth Advisors left its Vanguard S&P 500 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P 500 Growth ETF made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #151 holding.
TruWealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 10 quarters since.
TruWealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $307K in Q4 2025.
684 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.