Zhang Financial’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Zhang Financial’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	$8.61M	Buy	104,229 +45,771	+78%	+$3.63M	0.25%	59
2026 Q1	$3.97M	Buy	58,458 +1,020	+2%	+$73.8K	0.14%	82
2025 Q4	$4.26M	Buy	57,438 +8,718	+18%	+$642K	0.16%	80
2025 Q3	$3.54M	Buy	48,720 +3,816	+8%	+$264K	0.14%	81
2025 Q2	$2.97M	Buy	44,904 +3,210	+8%	+$191K	0.14%	86
2025 Q1	$2.32M	Buy	41,694 +14,340	+52%	+$869K	0.12%	93
2024 Q4	$1.67M	Buy	27,354 +342	+1%	+$20.5K	0.1%	112
2024 Q3	$1.55M	Sell	27,012 -360	-1%	-$20K	0.1%	106
2024 Q2	$1.52M	Buy	27,372 +60	+0.2%	+$3.11K	0.11%	103
2024 Q1	$1.39M	Hold	27,312	–	–	0.1%	112
2023 Q4	$1.23M	Buy	27,312 +4,764	+21%	+$204K	0.11%	110
2023 Q3	$928K	Buy	22,548 +1,764	+8%	+$75K	0.09%	119
2023 Q2	$880K	Buy	+20,784	New	+$826K	0.09%	123
2022 Q2	–	Sell	-4,902	Closed	-$225K	–	233
2022 Q1	$225K	Hold	4,902	–	–	0.04%	199
2021 Q4	$247K	Sell	4,902 -726	-13%	-$35.2K	0.04%	179
2021 Q3	$250K	Hold	5,628	–	–	0.06%	142
2021 Q2	$246K	Buy	5,628 +72	+1%	+$3K	0.06%	123
2021 Q1	$218K	Hold	5,556	–	–	0.06%	120
2020 Q4	$213K	Buy	+5,556	New	+$203K	0.07%	106

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

Zhang Financial's VOOG Position: Q2 2026 in Review

Zhang Financial increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 78% in Q2 2026, buying an estimated $3.63M and bringing the position to 104,229 shares worth $8.61M. The position accounts for 0.25% of the portfolio, ranked #59.

Zhang Financial first reported a position in VOOG in Q4 2020 and has held it in 19 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Zhang Financial held 104,229 shares of Vanguard S&P 500 Growth ETF worth $8.61M as of Q2 2026.
Zhang Financial bought 45,771 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $3.63M.
Vanguard S&P 500 Growth ETF made up 0.25% of Zhang Financial's portfolio in Q2 2026, its #59 holding.
Zhang Financial first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 19 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.