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Advisor OS’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Advisor OS’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 		$1.23M Buy
+9,659
New +$1.2M 0.08% 170
2026
Q1 		– Sell
-1,721
Closed -$210K – 635
2025
Q4 		$210K Buy
+1,721
New +$210K 0.02% 466
2024
Q2 		– Sell
-3,203
Closed -$278K – 410
2024
Q1 		$278K Buy
+3,203
New +$266K 0.03% 322

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
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Advisor OS's VONG Position: Q2 2026 in Review

Advisor OS opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026: 9,659 shares worth $1.23M. The stake represents 0.08% of the portfolio and ranks #170 among its holdings. This is a return to the name: Advisor OS previously reported a position in VONG as recently as Q4 2025.

Advisor OS first reported a position in VONG in Q1 2024 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Advisor OS held 9,659 shares of Vanguard Russell 1000 Growth ETF worth $1.23M as of Q2 2026.
  • Vanguard Russell 1000 Growth ETF was a new Advisor OS position in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.08% of Advisor OS's portfolio in Q2 2026, its #170 holding.
  • Advisor OS first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.