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

Valeo Financial 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 Q2	$211K	Buy	+2,555	New	+$203K	﹤0.01%	741
2020 Q3	–	Sell	-252	Closed	-$8K	–	2155
2020 Q2	$8K	Buy	+252	New	+$7.26K	﹤0.01%	1379
2019 Q4	–	Sell	-1,092	Closed	-$29K	–	1730
2019 Q3	$29K	Hold	1,092	–	–	﹤0.01%	757
2019 Q2	$29K	Buy	1,092 +1,044	+2,175%	+$27.5K	﹤0.01%	751
2019 Q1	$1K	Hold	48	–	–	﹤0.01%	1496
2018 Q4	$1K	Hold	48	–	–	﹤0.01%	1424
2018 Q3	$1K	Hold	48	–	–	﹤0.01%	1693
2018 Q2	$1K	Buy	+48	New	+$1.15K	﹤0.01%	1524

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

Valeo Financial Advisors's VOOG Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 2,555 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in VOOG as recently as Q2 2020.

Valeo Financial Advisors first reported a position in VOOG in Q2 2018 and has held it in 8 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Valeo Financial Advisors held 2,555 shares of Vanguard S&P 500 Growth ETF worth $211K as of Q2 2026.
Vanguard S&P 500 Growth ETF was a new Valeo Financial Advisors position in Q2 2026.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #741 holding.
Valeo Financial Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2018 and has held it in 8 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.