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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
Q2 		$428K Buy
5,178
+1,170
+29% +$92.9K 0.27% 63
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Waypoint Wealth Counsel's VOOG Position: Q2 2026 in Review

Waypoint Wealth Counsel increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 29% in Q2 2026, buying an estimated $92.9K and bringing the position to 5,178 shares worth $428K. The position accounts for 0.27% of the portfolio, ranked #63.

Waypoint Wealth Counsel first reported a position in VOOG in Q4 2022 and has held it in 15 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Waypoint Wealth Counsel held 5,178 shares of Vanguard S&P 500 Growth ETF worth $428K as of Q2 2026.
  • Waypoint Wealth Counsel bought 1,170 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $92.9K.
  • Vanguard S&P 500 Growth ETF made up 0.27% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #63 holding.
  • Waypoint Wealth Counsel first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.