Valued Retirements’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Valued Retirements’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	$402K	Buy	4,870 +4	+0.1%	+$317	0.36%	59
2026 Q1	$331K	Hold	4,866	–	–	0.32%	61
2025 Q4	$361K	Hold	4,866	–	–	0.35%	60
2025 Q3	$322K	Hold	4,866	–	–	0.36%	60
2025 Q2	$322K	Buy	4,866 +30	+0.6%	+$1.78K	0.36%	60
2025 Q1	$269K	Buy	4,836 +6	+0.1%	+$364	0.35%	60
2024 Q4	$295K	Hold	4,830	–	–	0.4%	56
2024 Q3	$278K	Hold	4,830	–	–	0.38%	59
2024 Q2	$268K	Hold	4,830	–	–	0.41%	53
2024 Q1	$245K	Buy	4,830 +6	+0.1%	+$290	0.39%	57
2023 Q4	$218K	Buy	+4,824	New	+$206K	0.38%	58

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

Valued Retirements's VOOG Position: Q2 2026 in Review

Valued Retirements increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.08% in Q2 2026, buying an estimated $317 and bringing the position to 4,870 shares worth $402K. The position accounts for 0.36% of the portfolio, ranked #59.

Valued Retirements first reported a position in VOOG in Q4 2023 and has held it in 11 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Valued Retirements held 4,870 shares of Vanguard S&P 500 Growth ETF worth $402K as of Q2 2026.
Valued Retirements bought 4 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $317.
Vanguard S&P 500 Growth ETF made up 0.36% of Valued Retirements's portfolio in Q2 2026, its #59 holding.
Valued Retirements first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.