AlphaCore Capital’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

AlphaCore Capital’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	$296K	Sell	2,694 -2,672	-50%	-$312K	0.01%	697
2025 Q4	$653K	Buy	5,366 +3,857	+256%	+$470K	0.01%	536
2025 Q3	$182K	Sell	1,509 -4,083	-73%	-$468K	0.01%	723
2025 Q2	$611K	Buy	5,592 +4,083	+271%	+$402K	0.02%	344
2025 Q1	$140K	Buy	+1,509	New	+$153K	0.01%	486
2024 Q1	–	Sell	-580	Closed	-$45.3K	–	377
2023 Q4	$45.3K	Hold	580	–	–	0.01%	282
2023 Q3	$39.7K	Buy	+580	New	+$41.2K	0.01%	281
2022 Q2	–	Sell	-28	Closed	-$2K	–	173
2022 Q1	$2K	Buy	+28	New	+$1.97K	﹤0.01%	140

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AlphaCore Capital's VONG Position: Q1 2026 in Review

AlphaCore Capital reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 50% in Q1 2026, selling an estimated $312K and leaving 2,694 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #697.

AlphaCore Capital first reported a position in VONG in Q1 2022 and has held it in 8 quarters since. The position peaked at $653K in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

AlphaCore Capital held 2,694 shares of Vanguard Russell 1000 Growth ETF worth $296K as of Q1 2026.
AlphaCore Capital sold 2,672 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $312K.
Vanguard Russell 1000 Growth ETF made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #697 holding.
AlphaCore Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and has held it in 8 quarters since.
AlphaCore Capital's Vanguard Russell 1000 Growth ETF position peaked at $653K in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.