AIFS
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A&I Financial Services’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

A&I Financial Services’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,660
Closed -$202K – 85
2025
Q4 		$202K Hold
1,660
– – 0.1% 76
2025
Q3 		$201K Buy
+1,660
New +$190K 0.1% 75

Other funds holding VONG

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

A&I Financial Services's VONG Position: Q1 2026 in Review

A&I Financial Services sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026, closing a stake of 1,660 shares — an estimated $202K sold.

A&I Financial Services first reported a position in VONG in Q3 2025 and held it in 2 quarters. The position peaked at $202K in Q4 2025. 866 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • A&I Financial Services reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • A&I Financial Services sold 1,660 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $202K.
  • A&I Financial Services first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2025 and held it in 2 quarters.
  • A&I Financial Services's Vanguard Russell 1000 Growth ETF position peaked at $202K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on A&I Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.