Welch & Forbes’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Welch & Forbes’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
2025 Q4	–	Sell	-2,790	Closed	-$202K	–	389
2025 Q3	$202K	Buy	+2,790	New	+$193K	﹤0.01%	377

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Welch & Forbes's VOOG Position: Q4 2025 in Review

Welch & Forbes sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2025, closing a stake of 2,790 shares — an estimated $202K sold.

Welch & Forbes first reported a position in VOOG in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 701 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

Welch & Forbes reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
Welch & Forbes sold 2,790 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $202K.
Welch & Forbes first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and held it in 1 quarter.
Welch & Forbes's Vanguard S&P 500 Growth ETF position peaked at $202K in Q3 2025.
701 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

Based on Welch & Forbes's 13F filing for Q4 2025, filed 10 Feb 2026.