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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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor OS's VONG Position: Q1 2026 in Review

Advisor OS sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026, closing a stake of 1,721 shares — an estimated $210K sold.

Advisor OS first reported a position in VONG in Q1 2024 and held it in 2 quarters. The position peaked at $278K in Q1 2024. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Advisor OS reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 1,721 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $210K.
  • Advisor OS first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and held it in 2 quarters.
  • Advisor OS's Vanguard Russell 1000 Growth ETF position peaked at $278K in Q1 2024.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.