AWM
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Accurate Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Accurate Wealth Management’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
Q2 		$3.31M Buy
25,935
+7,705
+42% +$956K 0.32% 64
2026
Q1 		$2.09M Buy
18,230
+7,677
+73% +$897K 0.25% 93
2025
Q4 		$1.29M Buy
10,553
+544
+5% +$66.3K 0.16% 141
2025
Q3 		$1.2M Buy
10,009
+181
+2% +$20.7K 0.16% 143
2025
Q2 		$1.08M Sell
9,828
-4,424
-31% -$435K 0.17% 138
2025
Q1 		$1.28M Buy
14,252
+5,949
+72% +$604K 0.25% 96
2024
Q4 		$851K Buy
+8,303
New +$841K 0.16% 140
2023
Q2 		– Sell
-6,679
Closed -$417K – 293
2023
Q1 		$417K Buy
6,679
+1,395
+26% +$82.7K 0.14% 151
2022
Q4 		$296K Buy
+5,284
New +$299K 0.11% 168

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Accurate Wealth Management's VONG Position: Q2 2026 in Review

Accurate Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 42% in Q2 2026, buying an estimated $956K and bringing the position to 25,935 shares worth $3.31M. The position accounts for 0.32% of the portfolio, ranked #64.

Accurate Wealth Management first reported a position in VONG in Q4 2022 and has held it in 9 quarters since. 336 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Accurate Wealth Management held 25,935 shares of Vanguard Russell 1000 Growth ETF worth $3.31M as of Q2 2026.
  • Accurate Wealth Management bought 7,705 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $956K.
  • Vanguard Russell 1000 Growth ETF made up 0.32% of Accurate Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Accurate Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 9 quarters since.
  • 336 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.