WBH Advisory’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

WBH Advisory’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 Q3	$357K	Hold	4,182	–	–	0.02%	297
2026 Q2	$345K	Buy	+4,182	New	+$332K	0.02%	300
2026 Q1	–	Sell	-2,796	Closed	-$207K	–	363
2025 Q4	$207K	Hold	2,796	–	–	0.02%	337
2025 Q3	$203K	Buy	+2,796	New	+$193K	0.02%	340
2025 Q1	–	Sell	-3,918	Closed	-$239K	–	340
2024 Q4	$239K	Sell	3,918 -12	-0.3%	-$720	0.02%	292
2024 Q3	$226K	Sell	3,930 -738	-16%	-$41K	0.02%	304
2024 Q2	$259K	Buy	+4,668	New	+$242K	0.03%	274

Other funds holding VOOG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

WBH Advisory's VOOG Position: Q3 2026 in Review

WBH Advisory held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q3 2026 at 4,182 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #297.

WBH Advisory first reported a position in VOOG in Q2 2024 and has held it in 7 quarters since. 461 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

WBH Advisory held 4,182 shares of Vanguard S&P 500 Growth ETF worth $357K as of Q3 2026.
WBH Advisory left its Vanguard S&P 500 Growth ETF share count unchanged in Q3 2026.
Vanguard S&P 500 Growth ETF made up 0.02% of WBH Advisory's portfolio in Q3 2026, its #297 holding.
WBH Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and has held it in 7 quarters since.
461 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.