Waypoint Wealth Counsel’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Waypoint Wealth Counsel’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	$272K	Buy	4,008 +144	+4%	+$10.4K	0.14%	162
2025 Q4	$287K	Sell	3,864 -54	-1%	-$3.97K	0.11%	199
2025 Q3	$285K	Buy	3,918 +66	+2%	+$4.56K	0.11%	181
2025 Q2	$255K	Buy	3,852 +60	+2%	+$3.57K	0.13%	140
2025 Q1	$211K	Buy	3,792 +36	+1%	+$2.18K	0.13%	108
2024 Q4	$229K	Buy	3,756 +90	+2%	+$5.4K	0.15%	85
2024 Q3	$211K	Buy	3,666 +30	+0.8%	+$1.67K	0.14%	96
2024 Q2	$202K	Sell	3,636 -2,934	-45%	-$152K	0.15%	84
2024 Q1	$334K	Buy	6,570 +30	+0.5%	+$1.45K	0.26%	66
2023 Q4	$295K	Buy	6,540 +30	+0.5%	+$1.28K	0.25%	69
2023 Q3	$268K	Buy	6,510 +18	+0.3%	+$766	0.25%	66
2023 Q2	$275K	Sell	6,492 -462	-7%	-$18.4K	0.25%	68
2023 Q1	$267K	Buy	6,954 +24	+0.3%	+$882	0.21%	74
2022 Q4	$244K	Buy	+6,930	New	+$250K	0.2%	80

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

Waypoint Wealth Counsel's VOOG Position: Q1 2026 in Review

Waypoint Wealth Counsel increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 3.7% in Q1 2026, buying an estimated $10.4K and bringing the position to 4,008 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #162.

Waypoint Wealth Counsel first reported a position in VOOG in Q4 2022 and has held it in 14 quarters since. The position peaked at $334K in Q1 2024. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Waypoint Wealth Counsel held 4,008 shares of Vanguard S&P 500 Growth ETF worth $272K as of Q1 2026.
Waypoint Wealth Counsel bought 144 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $10.4K.
Vanguard S&P 500 Growth ETF made up 0.14% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #162 holding.
Waypoint Wealth Counsel first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Waypoint Wealth Counsel's Vanguard S&P 500 Growth ETF position peaked at $334K in Q1 2024.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.