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

Waverly 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	$459K	Buy	6,762 +1,092	+19%	+$79K	﹤0.01%	1120
2025 Q4	$420K	Buy	5,670 +432	+8%	+$31.8K	﹤0.01%	1071
2025 Q3	$380K	Buy	+5,238	New	+$362K	﹤0.01%	951
2020 Q2	–	Sell	-12,630	Closed	-$313K	–	161
2020 Q1	$313K	Buy	+12,630	New	+$359K	0.05%	101

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

Waverly Advisors's VOOG Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 19% in Q1 2026, buying an estimated $79K and bringing the position to 6,762 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Waverly Advisors first reported a position in VOOG in Q1 2020 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Waverly Advisors held 6,762 shares of Vanguard S&P 500 Growth ETF worth $459K as of Q1 2026.
Waverly Advisors bought 1,092 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $79K.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1120 holding.
Waverly Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q1 2020 and has held it in 4 quarters since.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.