Valley National Advisers’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Valley National Advisers’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 Q3	–	Sell	-78	Closed	-$5K	–	900
2025 Q2	$5K	Buy	+78	New	+$4.64K	﹤0.01%	658
2024 Q1	–	Sell	-72	Closed	-$3K	–	1295
2023 Q4	$3K	Hold	72	–	–	﹤0.01%	903
2023 Q3	$3K	Hold	72	–	–	﹤0.01%	790
2023 Q2	$4K	Hold	72	–	–	﹤0.01%	718
2023 Q1	$3K	Hold	72	–	–	﹤0.01%	742
2022 Q4	$2K	Hold	72	–	–	﹤0.01%	762
2022 Q3	$3K	Hold	72	–	–	﹤0.01%	761
2022 Q2	$3K	Hold	72	–	–	﹤0.01%	741
2022 Q1	$3K	Hold	72	–	–	﹤0.01%	770
2021 Q4	$4K	Hold	72	–	–	﹤0.01%	723
2021 Q3	$3K	Buy	+72	New	+$3.3K	﹤0.01%	744
2019 Q1	–	Sell	-630	Closed	-$14K	–	823
2018 Q4	$14K	Hold	630	–	–	﹤0.01%	411
2018 Q3	$17K	Buy	+630	New	+$16.2K	0.01%	380
2018 Q1	–	Sell	-30	Closed	-$1K	–	700
2017 Q4	$1K	Buy	+30	New	+$670	﹤0.01%	633

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 22.9% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Valley National Advisers's VOOG Position: Q3 2025 in Review

Valley National Advisers sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2025, closing a stake of 78 shares — an estimated $5K sold.

Valley National Advisers first reported a position in VOOG in Q4 2017 and held it in 14 quarters. The position peaked at $17K in Q3 2018. 638 funds tracked by Wall St. Rank hold VOOG as of Q3 2025.

Valley National Advisers reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
Valley National Advisers sold 78 Vanguard S&P 500 Growth ETF shares in Q3 2025, an estimated $5K.
Valley National Advisers first reported a position in Vanguard S&P 500 Growth ETF in Q4 2017 and held it in 14 quarters.
Valley National Advisers's Vanguard S&P 500 Growth ETF position peaked at $17K in Q3 2018.
638 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2025.

Based on Valley National Advisers's 13F filing for Q3 2025, filed 17 Oct 2025.