WOSD
VOOG icon

WFA of San Diego’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

WFA of San Diego’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 		$64.8K Hold
954
– – 0.05% 163
2025
Q4 		$70.7K Buy
954
+114
+14% +$8.39K 0.05% 164
2025
Q3 		$61K Buy
840
+540
+180% +$37.3K 0.04% 180
2025
Q2 		$19.8K Buy
+300
New +$17.8K 0.01% 274
2023
Q1 		– Sell
-1,206
Closed -$42.5K – 417
2022
Q4 		$42.5K Buy
+1,206
New +$43.5K 0.03% 206

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WFA of San Diego's VOOG Position: Q1 2026 in Review

WFA of San Diego held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2026 at 954 shares worth $64.8K. The position accounts for 0.05% of the portfolio, ranked #163.

WFA of San Diego first reported a position in VOOG in Q4 2022 and has held it in 5 quarters since. The position peaked at $70.7K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • WFA of San Diego held 954 shares of Vanguard S&P 500 Growth ETF worth $64.8K as of Q1 2026.
  • WFA of San Diego left its Vanguard S&P 500 Growth ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 Growth ETF made up 0.05% of WFA of San Diego's portfolio in Q1 2026, its #163 holding.
  • WFA of San Diego first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 5 quarters since.
  • WFA of San Diego's Vanguard S&P 500 Growth ETF position peaked at $70.7K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.