AWA
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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
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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Amplius Wealth Advisors's VONG Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.18% in Q2 2026, selling an estimated $496 and leaving 2,225 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #169.

Amplius Wealth Advisors first reported a position in VONG in Q4 2022 and has held it in 15 quarters since. The position peaked at $50.3M in Q4 2022. 202 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Amplius Wealth Advisors held 2,225 shares of Vanguard Russell 1000 Growth ETF worth $284K as of Q2 2026.
  • Amplius Wealth Advisors sold 4 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $496.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Amplius Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $50.3M in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.