Valtinson Bruner Financial Planning’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Valtinson Bruner Financial Planning’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	$233K	Buy	+2,826	New	+$224K	0.06%	167
2026 Q1	–	Sell	-3,012	Closed	-$223K	–	175
2025 Q4	$223K	Sell	3,012 -180	-6%	-$13.2K	0.06%	146
2025 Q3	$232K	Hold	3,192	–	–	0.07%	141
2025 Q2	$211K	Buy	+3,192	New	+$190K	0.07%	147

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

Valtinson Bruner Financial Planning's VOOG Position: Q2 2026 in Review

Valtinson Bruner Financial Planning opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 2,826 shares worth $233K. The stake represents 0.06% of the portfolio and ranks #167 among its holdings. This is a return to the name: Valtinson Bruner Financial Planning previously reported a position in VOOG as recently as Q4 2025.

Valtinson Bruner Financial Planning first reported a position in VOOG in Q2 2025 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Valtinson Bruner Financial Planning held 2,826 shares of Vanguard S&P 500 Growth ETF worth $233K as of Q2 2026.
Vanguard S&P 500 Growth ETF was a new Valtinson Bruner Financial Planning position in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #167 holding.
Valtinson Bruner Financial Planning first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.