Union Savings Bank’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Union Savings Bank’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	$94.2K	Hold	1,140	–	–	0.04%	185
2026 Q1	$77.5K	Hold	1,140	–	–	0.03%	191
2025 Q4	$84.5K	Buy	+1,140	New	+$83.9K	0.04%	188
2025 Q2	$78.1K	Sell	1,140 -396	-26%	-$23.6K	0.04%	193
2025 Q1	$85.6K	Hold	1,536	–	–	0.04%	191
2024 Q4	$93.7K	Buy	1,536 +396	+35%	+$23.8K	0.05%	178
2024 Q3	$65.6K	Hold	1,140	–	–	0.03%	205
2024 Q2	$63.4K	Hold	1,140	–	–	0.03%	202
2024 Q1	$57.9K	Sell	1,140 -570	-33%	-$27.5K	0.03%	209
2023 Q4	$77.2K	Buy	1,710 +570	+50%	+$24.4K	0.04%	190
2023 Q3	$46.9K	Hold	1,140	–	–	0.03%	211
2023 Q2	$49.8K	Buy	+1,140	New	+$45.3K	0.03%	209

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Union Savings Bank's VOOG Position: Q2 2026 in Review

Union Savings Bank held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 1,140 shares worth $94.2K. The position accounts for 0.04% of the portfolio, ranked #185.

Union Savings Bank first reported a position in VOOG in Q2 2023 and has held it in 12 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Union Savings Bank held 1,140 shares of Vanguard S&P 500 Growth ETF worth $94.2K as of Q2 2026.
Union Savings Bank left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.04% of Union Savings Bank's portfolio in Q2 2026, its #185 holding.
Union Savings Bank first reported a position in Vanguard S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.