Amplius Wealth Advisors
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Amplius Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Amplius Wealth Advisors’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 		$286K Sell
2,221
-4
-0.2% -$504 0.02% 176
2026
Q2 		$284K Sell
2,225
-4
-0.2% -$496 0.02% 169
2026
Q1 		$244K Sell
2,229
-6
-0.3% -$701 0.02% 156
2025
Q4 		$272K Hold
2,235
– – 0.02% 147
2025
Q3 		$269K Sell
2,235
-6,378
-74% -$731K 0.02% 151
2025
Q2 		$940K Sell
8,613
-52
-0.6% -$5.12K 0.09% 84
2025
Q1 		$804K Buy
8,665
+8
+0.1% +$813 0.08% 84
2024
Q4 		$894K Sell
8,657
-6
-0.1% -$608 0.09% 78
2024
Q3 		$836K Sell
8,663
-2
-0% -$187 0.09% 77
2024
Q2 		$813K Sell
8,665
-96
-1% -$8.44K 0.09% 77
2024
Q1 		$759K Sell
8,761
-788
-8% -$65.4K 0.09% 82
2023
Q4 		$745K Sell
9,549
-741
-7% -$53.9K 0.09% 77
2023
Q3 		$704K Sell
10,290
-184
-2% -$13.1K 0.09% 80
2023
Q2 		$741K Sell
10,474
-6,122
-37% -$401K 0.1% 77
2023
Q1 		$1.04M Sell
16,596
-896,109
-98% -$53.1M 0.15% 69
2022
Q4 		$50.3M Buy
+912,705
New +$51.6M 8.03% 3

Other funds holding VONG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Amplius Wealth Advisors's VONG Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.18% in Q3 2026, selling an estimated $504 and leaving 2,221 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #176.

Amplius Wealth Advisors first reported a position in VONG in Q4 2022 and has held it in 16 quarters since. The position peaked at $50.3M in Q4 2022. 715 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Amplius Wealth Advisors held 2,221 shares of Vanguard Russell 1000 Growth ETF worth $286K as of Q3 2026.
  • Amplius Wealth Advisors sold 4 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $504.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #176 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Amplius Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $50.3M in Q4 2022.
  • 715 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

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