VSM Wealth Advisory’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

VSM Wealth Advisory’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	$119K	Sell	1,440 -330	-19%	-$26.2K	0.03%	147
2026 Q1	$120K	Buy	1,770 +636	+56%	+$46K	0.04%	142
2025 Q4	$84K	Sell	1,134 -150	-12%	-$11K	0.03%	157
2025 Q3	$93.2K	Buy	1,284 +90	+8%	+$6.22K	0.03%	140
2025 Q2	$78.9K	Buy	1,194 +18	+2%	+$1.07K	0.03%	167
2025 Q1	$65.6K	Sell	1,176 -300	-20%	-$18.2K	0.02%	171
2024 Q4	$90.1K	Buy	+1,476	New	+$88.5K	0.03%	140

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

VSM Wealth Advisory's VOOG Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 19% in Q2 2026, selling an estimated $26.2K and leaving 1,440 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #147.

VSM Wealth Advisory first reported a position in VOOG in Q4 2024 and has held it in 7 quarters since. The position peaked at $120K in Q1 2026. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

VSM Wealth Advisory held 1,440 shares of Vanguard S&P 500 Growth ETF worth $119K as of Q2 2026.
VSM Wealth Advisory sold 330 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $26.2K.
Vanguard S&P 500 Growth ETF made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #147 holding.
VSM Wealth Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Vanguard S&P 500 Growth ETF position peaked at $120K in Q1 2026.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.