VOOG — Vanguard S&P 500 Growth

Ownership history in Shakespeare Wealth Management, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Shakespeare Wealth Management, LLC reported a position in Vanguard S&P 500 Growth (VOOG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
11.28% (2025 Q2)
Avg. % of fund
8.43%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 101,634 -1,205 -1.2% 9.99% $45.2M $444.59
2025 Q3 REDUCED 102,839 -3,813 -3.6% 10.19% $44.8M $434.89
2025 Q2 ADDED 106,652 +2,738 +2.6% 11.28% $42.3M $395.52
2025 Q1 ADDED 103,914 +1,951 +1.9% 9.31% $34.8M $333.19
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOOG price (monthly, adj. close)

Other funds also holding VOOG

As of 2025 Q4 — sorted by position size

Kropog Financial Group, LLC 26.76% Steffes Financial, Ltd. 10.99% Battery Global Advisors, LLC 10.57% Arista Wealth Management, LLC 3Y 10.43% Wheelhouse Advisory Group LLC 10.39% ArchPoint Investors 3Y 7Y 4.79% RFG HOLDINGS, INC. 3Y 4.6% Cerro Pacific Wealth Advisors LLC 3Y 4.54% Stordahl Capital Management, Inc. 3Y 7Y 3.69% Anson Capital, Inc. 3Y 3.41%
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