EHRLICH FINANCIAL GROUP VOOG holdings history
VANGUARD S&P 500 GROWTH ETF · CUSIP 921932505 · CIK 2010632
As of 2026-06-30, EHRLICH FINANCIAL GROUP reported 105.55K VOOG (shares), valued at $8.72M, or 4.49% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 518.69%; reported value increased 25.38%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.49% | 105,549 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 4.00% | 17,060 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | 0.19% | 757 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 0.19% | 737 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 0.19% | 737 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 0.19% | 737 | $224.57K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 0.19% | 737 | $245.75K | Shares unchanged; reported value increased 9.43%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 0.19% | 757 | $261.38K | Shares increased 2.71%; reported value increased 6.36%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | 4.00% | 17,060 | $6.96M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 4.49% | 105,549 | $8.72M | Shares increased 518.69%; reported value increased 25.38%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.