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 Q2	$1.08M	Buy	13,109 +6,347	+94%	+$504K	0.01%	862
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 $1.81T 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 22.9% 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

Waverly Advisors's VOOG Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 94% in Q2 2026, buying an estimated $504K and bringing the position to 13,109 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #862.

Waverly Advisors first reported a position in VOOG in Q1 2020 and has held it in 5 quarters since. 756 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Waverly Advisors held 13,109 shares of Vanguard S&P 500 Growth ETF worth $1.08M as of Q2 2026.
Waverly Advisors bought 6,347 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $504K.
Vanguard S&P 500 Growth ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #862 holding.
Waverly Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q1 2020 and has held it in 5 quarters since.
756 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.