W Advisors LLC
VOOG icon

W Advisors LLC’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

W Advisors LLC’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
Q3 		$542K Hold
6,342
– – 0.24% 86
2026
Q2 		$524K Hold
6,342
– – 0.24% 87
2026
Q1 		$431K Hold
6,342
– – 0.22% 86
2025
Q4 		$470K Buy
6,342
+180
+3% +$13.2K 0.24% 82
2025
Q3 		$447K Buy
6,162
+60
+1% +$4.15K 0.24% 85
2025
Q2 		$403K Buy
+6,102
New +$363K 0.23% 85

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

W Advisors LLC's VOOG Position: Q3 2026 in Review

W Advisors LLC held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q3 2026 at 6,342 shares worth $542K. The position accounts for 0.24% of the portfolio, ranked #86.

W Advisors LLC first reported a position in VOOG in Q2 2025 and has held it in 6 quarters since. 535 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • W Advisors LLC held 6,342 shares of Vanguard S&P 500 Growth ETF worth $542K as of Q3 2026.
  • W Advisors LLC left its Vanguard S&P 500 Growth ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 Growth ETF made up 0.24% of W Advisors LLC's portfolio in Q3 2026, its #86 holding.
  • W Advisors LLC first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 535 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.