Visionary Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Visionary Wealth 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 Q1	$953K	Buy	+14,028	New	+$1.01M	0.04%	297
2021 Q2	–	Sell	-48,120	Closed	-$1.89M	–	357
2021 Q1	$1.89M	Sell	48,120 -7,608	-14%	-$296K	0.2%	113
2020 Q4	$2.14M	Sell	55,728 -64,566	-54%	-$2.35M	0.24%	94
2020 Q3	$4.18M	Sell	120,294 -3,312	-3%	-$113K	0.59%	45
2020 Q2	$3.85M	Buy	+123,606	New	+$3.56M	0.59%	41

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Visionary Wealth Advisors's VOOG Position: Q1 2026 in Review

Visionary Wealth Advisors opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026: 14,028 shares worth $953K. The stake represents 0.04% of the portfolio and ranks #297 among its holdings. This is a return to the name: Visionary Wealth Advisors previously reported a position in VOOG as recently as Q1 2021.

Visionary Wealth Advisors first reported a position in VOOG in Q2 2020 and has held it in 5 quarters since. The position peaked at $4.18M in Q3 2020. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Visionary Wealth Advisors held 14,028 shares of Vanguard S&P 500 Growth ETF worth $953K as of Q1 2026.
Vanguard S&P 500 Growth ETF was a new Visionary Wealth Advisors position in Q1 2026.
Vanguard S&P 500 Growth ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q1 2026, its #297 holding.
Visionary Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2020 and has held it in 5 quarters since.
Visionary Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $4.18M in Q3 2020.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.