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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
Q2 		– Sell
-954
Closed -$64.8K – 368
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 $1.81T 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
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

WFA of San Diego's VOOG Position: Q2 2026 in Review

WFA of San Diego sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026, closing a stake of 954 shares — an estimated $64.8K sold.

WFA of San Diego first reported a position in VOOG in Q4 2022 and held it in 5 quarters. The position peaked at $70.7K in Q4 2025. 756 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • WFA of San Diego reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 954 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $64.8K.
  • WFA of San Diego first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and held it in 5 quarters.
  • WFA of San Diego's Vanguard S&P 500 Growth ETF position peaked at $70.7K in Q4 2025.
  • 756 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.