Western Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Western Wealth Management’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	$740K	Buy	18,726 +12,366	+194%	+$894K	0.03%	532
2025 Q4	$471K	Sell	6,360 -294	-4%	-$21.6K	0.02%	532
2025 Q3	$483K	Buy	6,654 +36	+0.5%	+$2.49K	0.03%	451
2025 Q2	$437K	Buy	6,618 +816	+14%	+$48.6K	0.03%	445
2025 Q1	$324K	Sell	5,802 -270	-4%	-$16.4K	0.02%	512
2024 Q4	$370K	Sell	6,072 -246	-4%	-$14.8K	0.02%	460
2024 Q3	$364K	Hold	6,318	–	–	0.02%	541
2024 Q2	$351K	Sell	6,318 -144	-2%	-$7.47K	0.03%	452
2024 Q1	$328K	Sell	6,462 -1,704	-21%	-$82.3K	0.03%	479
2023 Q4	$369K	Sell	8,166 -192	-2%	-$8.22K	0.03%	490
2023 Q3	$344K	Sell	8,358 -990	-11%	-$42.1K	0.03%	473
2023 Q2	$396K	Sell	9,348 -258	-3%	-$10.3K	0.03%	437
2023 Q1	$369K	Sell	9,606 -144	-1%	-$5.29K	0.03%	447
2022 Q4	$343K	Sell	9,750 -8,478	-47%	-$306K	0.04%	428
2022 Q3	$635K	Buy	18,228 +2,952	+19%	+$115K	0.04%	408
2022 Q2	$555K	Buy	15,276 +6,756	+79%	+$269K	0.03%	446
2022 Q1	$392K	Buy	+8,520	New	+$385K	0.02%	599

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

Western Wealth Management's VOOG Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 194% in Q1 2026, buying an estimated $894K and bringing the position to 18,726 shares worth $740K. The position accounts for 0.03% of the portfolio, ranked #532.

Western Wealth Management first reported a position in VOOG in Q1 2022 and has held it in 17 quarters since. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Western Wealth Management held 18,726 shares of Vanguard S&P 500 Growth ETF worth $740K as of Q1 2026.
Western Wealth Management bought 12,366 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $894K.
Vanguard S&P 500 Growth ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #532 holding.
Western Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.