Aaron Wealth Advisors
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Aaron Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Aaron Wealth Advisors’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
Q3 		$100M Sell
775,952
-21,969
-3% -$2.77M 4.9% 4
2026
Q2 		$102M Sell
797,921
-65,151
-8% -$8.08M 5.18% 4
2026
Q1 		$94.7M Buy
863,072
+141,741
+20% +$16.6M 5.37% 3
2025
Q4 		$87.8M Buy
721,331
+49,931
+7% +$6.09M 4.8% 4
2025
Q3 		$80.9M Buy
671,400
+59,609
+10% +$6.83M 4.79% 4
2025
Q2 		$66.8M Buy
611,791
+27,123
+5% +$2.67M 6.82% 2
2025
Q1 		$54.3M Sell
584,668
-23,671
-4% -$2.4M 6.22% 4
2024
Q4 		$62.9M Sell
608,339
-10,609
-2% -$1.07M 7.3% 2
2024
Q3 		$59.7M Buy
618,948
+3,896
+0.6% +$364K 7.12% 4
2024
Q2 		$57.7M Sell
615,052
-574
-0.1% -$50.4K 8.01% 3
2024
Q1 		$53.4M Buy
615,626
+12,806
+2% +$1.06M 7.65% 4
2023
Q4 		$47M Buy
602,820
+6,847
+1% +$498K 7.8% 4
2023
Q3 		$40.8M Buy
595,973
+32,067
+6% +$2.28M 5.26% 6
2023
Q2 		$39.9M Sell
563,906
-4,821
-0.8% -$316K 5.19% 6
2023
Q1 		$35.8M Buy
568,727
+90,381
+19% +$5.36M 4.92% 6
2022
Q4 		$26.4M Sell
478,346
-79,937
-14% -$4.52M 3.85% 6
2022
Q3 		$30.3M Buy
558,283
+105,568
+23% +$6.38M 5.58% 3
2022
Q2 		$25.5M Buy
452,715
+15,053
+3% +$930K 6.4% 3
2022
Q1 		$31.2M Buy
437,662
+2,021
+0.5% +$142K 7.2% 2
2021
Q4 		$34.2M Buy
435,641
+17,385
+4% +$1.33M 9.56% 1
2021
Q3 		$29.5M Buy
418,256
+71,962
+21% +$5.23M 8.31% 2
2021
Q2 		$24.2M Buy
346,294
+3,074
+0.9% +$204K 7.97% 1
2021
Q1 		$21.5M Buy
343,220
+18,984
+6% +$1.19M 7.87% 2
2020
Q4 		$20.1M Buy
+324,236
New +$19M 7.36% 1

Other funds holding VONG

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Aaron Wealth Advisors's VONG Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 2.8% in Q3 2026, selling an estimated $2.77M and leaving 775,952 shares worth $100M. The position accounts for 4.9% of the portfolio, ranked #4.

Aaron Wealth Advisors first reported a position in VONG in Q4 2020 and has held it in 24 quarters since. The position peaked at $102M in Q2 2026. 273 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Aaron Wealth Advisors held 775,952 shares of Vanguard Russell 1000 Growth ETF worth $100M as of Q3 2026.
  • Aaron Wealth Advisors sold 21,969 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $2.77M.
  • Vanguard Russell 1000 Growth ETF made up 4.9% of Aaron Wealth Advisors's portfolio in Q3 2026, its #4 holding.
  • Aaron Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Aaron Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $102M in Q2 2026.
  • 273 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.