Wealthspire Advisors (New York)’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Wealthspire Advisors (New York)’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	$3.32M	Sell	48,894 -462	-0.9%	-$33.4K	0.03%	209
2025 Q4	$3.66M	Sell	49,356 -49,176	-50%	-$3.62M	0.03%	193
2025 Q3	$7.15M	Buy	98,532 +24	+0%	+$1.66K	0.04%	140
2025 Q2	$6.51M	Sell	98,508 -20,028	-17%	-$1.19M	0.04%	140
2025 Q1	$6.61M	Buy	118,536 +60,066	+103%	+$3.64M	0.04%	144
2024 Q4	$3.57M	Buy	58,470 +7,308	+14%	+$438K	0.04%	176
2024 Q3	$2.94M	Buy	51,162 +1,110	+2%	+$61.6K	0.03%	190
2024 Q2	$2.78M	Sell	50,052 -3,594	-7%	-$186K	0.04%	159
2024 Q1	$2.72M	Buy	53,646 +2,310	+4%	+$112K	0.04%	160
2023 Q4	$2.32M	Buy	51,336 +1,170	+2%	+$50.1K	0.03%	173
2023 Q3	$2.06M	Buy	50,166 +48	+0.1%	+$2.04K	0.03%	166
2023 Q2	$2.12M	Sell	50,118 -18	-0%	-$716	0.03%	149
2023 Q1	$1.93M	Sell	50,136 -162	-0.3%	-$5.95K	0.03%	156
2022 Q4	$1.77M	Buy	50,298 +6,882	+16%	+$248K	0.03%	171
2022 Q3	$1.51M	Buy	43,416 +29,808	+219%	+$1.16M	0.03%	174
2022 Q2	$494K	Buy	13,608 +4,218	+45%	+$168K	0.01%	317
2022 Q1	$431K	Sell	9,390 -744	-7%	-$33.6K	0.01%	291
2021 Q4	$510K	Buy	+10,134	New	+$491K	0.01%	318
2021 Q3	–	Sell	-7,824	Closed	-$342K	–	597
2021 Q2	$342K	Hold	7,824	–	–	0.01%	272
2021 Q1	$306K	Hold	7,824	–	–	0.01%	540
2020 Q4	$300K	Buy	+7,824	New	+$285K	0.01%	436

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

Wealthspire Advisors (New York)'s VOOG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.94% in Q1 2026, selling an estimated $33.4K and leaving 48,894 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #209.

Wealthspire Advisors (New York) first reported a position in VOOG in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.15M in Q3 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Wealthspire Advisors (New York) held 48,894 shares of Vanguard S&P 500 Growth ETF worth $3.32M as of Q1 2026.
Wealthspire Advisors (New York) sold 462 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $33.4K.
Vanguard S&P 500 Growth ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #209 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 21 quarters since.
Wealthspire Advisors (New York)'s Vanguard S&P 500 Growth ETF position peaked at $7.15M in Q3 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.