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 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

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 22.96% 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

WBH Advisory's VOOG Position: Q2 2026 in Review

WBH Advisory opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 4,182 shares worth $345K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings. This is a return to the name: WBH Advisory previously reported a position in VOOG as recently as Q4 2025.

WBH Advisory first reported a position in VOOG in Q2 2024 and has held it in 6 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

WBH Advisory held 4,182 shares of Vanguard S&P 500 Growth ETF worth $345K as of Q2 2026.
Vanguard S&P 500 Growth ETF was a new WBH Advisory position in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #300 holding.
WBH Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and has held it in 6 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.