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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
Q2 		$1.69M Buy
20,396
+1,670
+9% +$133K 0.06% 339
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% 545
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Western Wealth Management's VOOG Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 8.9% in Q2 2026, buying an estimated $133K and bringing the position to 20,396 shares worth $1.69M. The position accounts for 0.06% of the portfolio, ranked #339.

Western Wealth Management first reported a position in VOOG in Q1 2022 and has held it in 18 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Western Wealth Management held 20,396 shares of Vanguard S&P 500 Growth ETF worth $1.69M as of Q2 2026.
  • Western Wealth Management bought 1,670 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $133K.
  • Vanguard S&P 500 Growth ETF made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Western Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.