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 Q3	$3.7M	Buy	28,287 +2,352	+9%	+$296K	0.32%	66
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

Accurate Wealth Management's VONG Position: Q3 2026 in Review

Accurate Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 9.1% in Q3 2026, buying an estimated $296K and bringing the position to 28,287 shares worth $3.7M. The position accounts for 0.32% of the portfolio, ranked #66.

Accurate Wealth Management first reported a position in VONG in Q4 2022 and has held it in 10 quarters since. 653 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

Accurate Wealth Management held 28,287 shares of Vanguard Russell 1000 Growth ETF worth $3.7M as of Q3 2026.
Accurate Wealth Management bought 2,352 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $296K.
Vanguard Russell 1000 Growth ETF made up 0.32% of Accurate Wealth Management's portfolio in Q3 2026, its #66 holding.
Accurate Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 10 quarters since.
653 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.