Verum Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Verum Partners’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	$4.14M	Sell	50,104 -1,634	-3%	-$130K	0.62%	31
2026 Q1	$3.52M	Sell	51,738 -3,234	-6%	-$234K	0.67%	30
2025 Q4	$4.07M	Sell	54,972 -1,998	-4%	-$147K	0.82%	27
2025 Q3	$4.13M	Sell	56,970 -234	-0.4%	-$16.2K	0.88%	27
2025 Q2	$3.78M	Sell	57,204 -804	-1%	-$47.8K	0.87%	30
2025 Q1	$3.23M	Sell	58,008 -2,418	-4%	-$147K	0.87%	24
2024 Q4	$3.69M	Sell	60,426 -5,580	-8%	-$335K	1.06%	20
2024 Q3	$3.8M	Sell	66,006 -13,170	-17%	-$731K	1.11%	21
2024 Q2	$4.4M	Sell	79,176 -12,528	-14%	-$650K	1.42%	18
2024 Q1	$4.66M	Sell	91,704 -25,188	-22%	-$1.22M	1.65%	14
2023 Q4	$5.28M	Sell	116,892 -17,718	-13%	-$758K	2.09%	12
2023 Q3	$5.54M	Buy	+134,610	New	+$5.72M	2.48%	11

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

Verum Partners's VOOG Position: Q2 2026 in Review

Verum Partners reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 3.2% in Q2 2026, selling an estimated $130K and leaving 50,104 shares worth $4.14M. The position accounts for 0.62% of the portfolio, ranked #31.

Verum Partners first reported a position in VOOG in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.54M in Q3 2023. 754 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Verum Partners held 50,104 shares of Vanguard S&P 500 Growth ETF worth $4.14M as of Q2 2026.
Verum Partners sold 1,634 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $130K.
Vanguard S&P 500 Growth ETF made up 0.62% of Verum Partners's portfolio in Q2 2026, its #31 holding.
Verum Partners first reported a position in Vanguard S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Verum Partners's Vanguard S&P 500 Growth ETF position peaked at $5.54M in Q3 2023.
754 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.