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 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 $1.56T 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

WBH Advisory's VOOG Position: Q1 2026 in Review

WBH Advisory sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 2,796 shares — an estimated $207K sold.

WBH Advisory first reported a position in VOOG in Q2 2024 and held it in 5 quarters. The position peaked at $259K in Q2 2024. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

WBH Advisory reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
WBH Advisory sold 2,796 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $207K.
WBH Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and held it in 5 quarters.
WBH Advisory's Vanguard S&P 500 Growth ETF position peaked at $259K in Q2 2024.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.