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Wood Tarver Financial Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-60
Closed -$3K – 633
2025
Q2 		$3K Hold
60
– – ﹤0.01% 505
2025
Q1 		$3.35K Hold
60
– – ﹤0.01% 489
2024
Q4 		$3K Buy
+60
New +$3.6K ﹤0.01% 494

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Wood Tarver Financial Group's VOOG Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2025, closing a stake of 60 shares — an estimated $3K sold.

Wood Tarver Financial Group first reported a position in VOOG in Q4 2024 and held it in 3 quarters. The position peaked at $3.35K in Q1 2025. 638 funds tracked by Wall St. Rank hold VOOG as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 60 Vanguard S&P 500 Growth ETF shares in Q3 2025, an estimated $3K.
  • Wood Tarver Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Vanguard S&P 500 Growth ETF position peaked at $3.35K in Q1 2025.
  • 638 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.