Whittier Trust’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Whittier Trust’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	$3.15M	Buy	38,274 +8,070	+27%	+$641K	0.03%	251
2026 Q1	$2.09M	Hold	30,204	–	–	0.02%	260
2025 Q4	$2.26M	Hold	30,204	–	–	0.02%	260
2025 Q3	$2.2M	Hold	30,204	–	–	0.03%	261
2025 Q2	$2M	Hold	30,204	–	–	0.02%	295
2025 Q1	$1.68M	Hold	30,204	–	–	0.02%	302
2024 Q4	$1.84M	Hold	30,204	–	–	0.02%	289
2024 Q3	$1.74M	Hold	30,204	–	–	0.02%	297
2024 Q2	$1.68M	Hold	30,204	–	–	0.02%	281
2024 Q1	$1.53M	Hold	30,204	–	–	0.02%	291
2023 Q4	$1.36M	Hold	30,204	–	–	0.02%	305
2023 Q3	$1.24M	Hold	30,204	–	–	0.02%	313
2023 Q2	$1.28M	Hold	30,204	–	–	0.02%	319
2023 Q1	$1.16M	Hold	30,204	–	–	0.02%	328
2022 Q4	$1.06M	Hold	30,204	–	–	0.02%	343
2022 Q3	$1.05M	Hold	30,204	–	–	0.02%	329
2022 Q2	$1.1M	Sell	30,204 -3,282	-10%	-$131K	0.02%	339
2022 Q1	$1.54M	Hold	33,486	–	–	0.03%	315
2021 Q4	$1.68M	Hold	33,486	–	–	0.03%	300
2021 Q3	$1.49M	Hold	33,486	–	–	0.03%	310
2021 Q2	$1.46M	Buy	+33,486	New	+$1.39M	0.03%	313

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

Whittier Trust's VOOG Position: Q2 2026 in Review

Whittier Trust increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 27% in Q2 2026, buying an estimated $641K and bringing the position to 38,274 shares worth $3.15M. The position accounts for 0.03% of the portfolio, ranked #251.

Whittier Trust first reported a position in VOOG in Q2 2021 and has held it in 21 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Whittier Trust held 38,274 shares of Vanguard S&P 500 Growth ETF worth $3.15M as of Q2 2026.
Whittier Trust bought 8,070 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $641K.
Vanguard S&P 500 Growth ETF made up 0.03% of Whittier Trust's portfolio in Q2 2026, its #251 holding.
Whittier Trust first reported a position in Vanguard S&P 500 Growth ETF in Q2 2021 and has held it in 21 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.