Wintrust Investments’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Wintrust Investments’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
2024 Q4	$131K	Sell	2,160 -12	-0.6%	-$720	0.12%	142
2024 Q3	$125K	Sell	2,172 -19,602	-90%	-$1.09M	0.09%	182
2024 Q2	$1.21M	Hold	21,774	–	–	0.1%	174
2024 Q1	$1.11M	Hold	21,774	–	–	0.1%	176
2023 Q4	$983K	Hold	21,774	–	–	0.1%	174
2023 Q3	$896K	Sell	21,774 -510	-2%	-$21.7K	0.09%	184
2023 Q2	$944K	Hold	22,284	–	–	0.09%	183
2023 Q1	$856K	Hold	22,284	–	–	0.11%	149
2022 Q4	$783K	Hold	22,284	–	–	0.1%	161
2022 Q3	$775K	Hold	22,284	–	–	0.1%	172
2022 Q2	$808K	Hold	22,284	–	–	0.1%	164
2022 Q1	$1.02M	Sell	22,284 -198	-0.9%	-$8.94K	0.1%	162
2021 Q4	$1.13M	Hold	22,482	–	–	0.11%	153
2021 Q3	$999K	Hold	22,482	–	–	0.13%	119
2021 Q2	$983K	Hold	22,482	–	–	0.1%	161
2021 Q1	$880K	Buy	+22,482	New	+$874K	0.09%	181
2020 Q4	–	Sell	-22,398	Closed	-$778K	–	347
2020 Q3	$778K	Sell	22,398 -600	-3%	-$20.4K	0.11%	147
2020 Q2	$716K	Hold	22,998	–	–	0.1%	151
2020 Q1	$571K	Sell	22,998 -690	-3%	-$19.6K	0.09%	150
2019 Q4	$688K	Sell	23,688 -144	-0.6%	-$4K	0.1%	160
2019 Q3	$642K	Hold	23,832	–	–	0.1%	170
2019 Q2	$640K	Sell	23,832 -48	-0.2%	-$1.26K	0.1%	169
2019 Q1	$615K	Sell	23,880 -24	-0.1%	-$588	0.1%	170
2018 Q4	$538K	Sell	23,904 -102	-0.4%	-$2.47K	0.1%	175
2018 Q3	$635K	Hold	24,006	–	–	0.1%	182
2018 Q2	$584K	Buy	+24,006	New	+$577K	0.1%	189

Other funds holding VOOG

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Wintrust Investments's VOOG Position: Q4 2024 in Review

Wintrust Investments reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.55% in Q4 2024, selling an estimated $720 and leaving 2,160 shares worth $131K. The position accounts for 0.12% of the portfolio, ranked #142.

Wintrust Investments first reported a position in VOOG in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.21M in Q2 2024. 577 funds tracked by Wall St. Rank hold VOOG as of Q4 2024.

Wintrust Investments held 2,160 shares of Vanguard S&P 500 Growth ETF worth $131K as of Q4 2024.
Wintrust Investments sold 12 Vanguard S&P 500 Growth ETF shares in Q4 2024, an estimated $720.
Vanguard S&P 500 Growth ETF made up 0.12% of Wintrust Investments's portfolio in Q4 2024, its #142 holding.
Wintrust Investments first reported a position in Vanguard S&P 500 Growth ETF in Q2 2018 and has held it in 26 quarters since.
Wintrust Investments's Vanguard S&P 500 Growth ETF position peaked at $1.21M in Q2 2024.
577 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.