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Westside Investment Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Westside Investment 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 		– Sell
-372
Closed -$28K – 1531
2025
Q4 		$28K Hold
372
– – ﹤0.01% 745
2025
Q3 		$27.5K Hold
372
– – ﹤0.01% 750
2025
Q2 		$24.7K Hold
372
– – ﹤0.01% 620
2025
Q1 		$21.2K Hold
372
– – ﹤0.01% 552
2024
Q4 		$23K Buy
+372
New +$22.3K ﹤0.01% 536

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 22.9% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Westside Investment Management's VOOG Position: Q1 2026 in Review

Westside Investment Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 372 shares — an estimated $28K sold.

Westside Investment Management first reported a position in VOOG in Q4 2024 and held it in 5 quarters. The position peaked at $28K in Q4 2025. 687 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Westside Investment Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Westside Investment Management sold 372 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $28K.
  • Westside Investment Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and held it in 5 quarters.
  • Westside Investment Management's Vanguard S&P 500 Growth ETF position peaked at $28K in Q4 2025.
  • 687 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.