Wheelhouse Advisory Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Wheelhouse Advisory Group’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	$31.7M	Buy	383,497 +7,663	+2%	+$608K	8.94%	3
2026 Q1	$25.5M	Buy	375,834 +9,894	+3%	+$715K	8.46%	4
2025 Q4	$27.3M	Buy	365,940 +18,348	+5%	+$1.35M	10.39%	1
2025 Q3	$25.2M	Buy	347,592 +17,382	+5%	+$1.2M	10.87%	1
2025 Q2	$21.8M	Buy	330,210 +23,124	+8%	+$1.38M	10.76%	1
2025 Q1	$17.1M	Buy	307,086 +22,032	+8%	+$1.34M	9.78%	3
2024 Q4	$17.4M	Buy	285,054 +19,176	+7%	+$1.15M	10.32%	2
2024 Q3	$15.3M	Buy	265,878 +6,444	+2%	+$358K	9.85%	3
2024 Q2	$14.7M	Buy	259,434 +1,038	+0.4%	+$53.8K	10.33%	2
2024 Q1	$13.1M	Buy	258,396 +10,362	+4%	+$500K	10.08%	3
2023 Q4	$11.2M	Buy	+248,034	New	+$10.6M	9.78%	3

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wheelhouse Advisory Group's VOOG Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 2% in Q2 2026, buying an estimated $608K and bringing the position to 383,497 shares worth $31.7M. The position accounts for 8.94% of the portfolio, ranked #3.

Wheelhouse Advisory Group first reported a position in VOOG in Q4 2023 and has held it in 11 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Wheelhouse Advisory Group held 383,497 shares of Vanguard S&P 500 Growth ETF worth $31.7M as of Q2 2026.
Wheelhouse Advisory Group bought 7,663 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $608K.
Vanguard S&P 500 Growth ETF made up 8.94% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #3 holding.
Wheelhouse Advisory Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.