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VitalStone Financial’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

VitalStone Financial’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
2024
Q3 		$122K Buy
2,112
+1,938
+1,114% +$108K 0.08% 130
2024
Q2 		$9.67K Buy
174
+66
+61% +$3.42K 0.01% 267
2024
Q1 		$5K Buy
+108
New +$5.22K ﹤0.01% 338
2023
Q2 		– Sell
-42,750
Closed -$2.16M – 1062
2023
Q1 		$2.16M Buy
+42,750
New +$1.57M 1.78% 12

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VitalStone Financial's VOOG Position: Q3 2024 in Review

VitalStone Financial increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 1,114% in Q3 2024, buying an estimated $108K and bringing the position to 2,112 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #130.

VitalStone Financial first reported a position in VOOG in Q1 2023 and has held it in 4 quarters since. The position peaked at $2.16M in Q1 2023. 504 funds tracked by Wall St. Rank hold VOOG as of Q3 2024.

  • VitalStone Financial held 2,112 shares of Vanguard S&P 500 Growth ETF worth $122K as of Q3 2024.
  • VitalStone Financial bought 1,938 Vanguard S&P 500 Growth ETF shares in Q3 2024, an estimated $108K.
  • Vanguard S&P 500 Growth ETF made up 0.08% of VitalStone Financial's portfolio in Q3 2024, its #130 holding.
  • VitalStone Financial first reported a position in Vanguard S&P 500 Growth ETF in Q1 2023 and has held it in 4 quarters since.
  • VitalStone Financial's Vanguard S&P 500 Growth ETF position peaked at $2.16M in Q1 2023.
  • 504 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.