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Wambolt & Associates’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Wambolt & Associates’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
2025
Q1 		– Sell
-5,574
Closed -$340K – 183
2024
Q4 		$340K Buy
+5,574
New +$334K 0.11% 144
2024
Q1 		– Sell
-6,480
Closed -$292K – 244
2023
Q4 		$292K Sell
6,480
-2,964
-31% -$127K 0.1% 204
2023
Q3 		$390K Sell
9,444
-1,188
-11% -$50.5K 0.14% 183
2023
Q2 		$450K Sell
10,632
-192
-2% -$7.63K 0.16% 171
2023
Q1 		$419K Sell
10,824
-12
-0.1% -$441 0.15% 179
2022
Q4 		$381K Sell
10,836
-414
-4% -$14.9K 0.15% 175
2022
Q3 		$391K Sell
11,250
-282
-2% -$11K 0.17% 162
2022
Q2 		$418K Sell
11,532
-456
-4% -$18.1K 0.17% 164
2022
Q1 		$551K Sell
11,988
-420
-3% -$19K 0.2% 147
2021
Q4 		$624K Sell
12,408
-1,140
-8% -$55.2K 0.23% 134
2021
Q3 		$608K Buy
13,548
+198
+1% +$9.08K 0.24% 133
2021
Q2 		$586K Sell
13,350
-636
-5% -$26.5K 0.25% 128
2021
Q1 		$556K Sell
13,986
-54
-0.4% -$2.1K 0.29% 117
2020
Q4 		$538K Sell
14,040
-444
-3% -$16.2K 0.32% 109
2020
Q3 		$503K Buy
14,484
+330
+2% +$11.2K 0.38% 92
2020
Q2 		$441K Buy
14,154
+24
+0.2% +$692 0.35% 107
2020
Q1 		$351K Hold
14,130
– – 0.36% 94
2019
Q4 		$411K Sell
14,130
-456
-3% -$12.7K 0.31% 106
2019
Q3 		$393K Sell
14,586
-114
-0.8% -$3.09K 0.32% 104
2019
Q2 		$395K Sell
14,700
-30
-0.2% -$790 0.33% 104
2019
Q1 		$385K Sell
14,730
-642
-4% -$15.7K 0.35% 94
2018
Q4 		$346K Buy
+15,372
New +$372K 0.38% 93

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Wambolt & Associates's VOOG Position: Q1 2025 in Review

Wambolt & Associates sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2025, closing a stake of 5,574 shares — an estimated $340K sold.

Wambolt & Associates first reported a position in VOOG in Q4 2018 and held it in 22 quarters. The position peaked at $624K in Q4 2021. 567 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

  • Wambolt & Associates reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Wambolt & Associates sold 5,574 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $340K.
  • Wambolt & Associates first reported a position in Vanguard S&P 500 Growth ETF in Q4 2018 and held it in 22 quarters.
  • Wambolt & Associates's Vanguard S&P 500 Growth ETF position peaked at $624K in Q4 2021.
  • 567 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

Based on Wambolt & Associates's 13F filing for Q1 2025, filed 12 May 2025.