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

Arkadios 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 Q1	$1.28M	Sell	11,642 -1,586	-12%	-$185K	0.02%	681
2025 Q4	$1.61M	Sell	13,228 -1,914	-13%	-$233K	0.03%	520
2025 Q3	$1.82M	Buy	15,142 +12,446	+462%	+$1.43M	0.04%	424
2025 Q2	$294K	Buy	+2,696	New	+$265K	0.01%	1068
2025 Q1	–	Sell	-5,913	Closed	-$611K	–	1192
2024 Q4	$611K	Buy	+5,913	New	+$599K	0.03%	467
2023 Q3	–	Sell	-3,650	Closed	-$258K	–	748
2023 Q2	$258K	Buy	+3,650	New	+$239K	0.03%	487
2022 Q3	–	Sell	-44,708	Closed	-$2.52M	–	577
2022 Q2	$2.52M	Buy	+44,708	New	+$2.76M	0.37%	68
2020 Q2	–	Sell	-120	Closed	-$4.64K	–	1152
2020 Q1	$4.64K	Buy	+120	New	+$5.32K	﹤0.01%	798

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

Arkadios Wealth Advisors's VONG Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 12% in Q1 2026, selling an estimated $185K and leaving 11,642 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #681.

Arkadios Wealth Advisors first reported a position in VONG in Q1 2020 and has held it in 8 quarters since. The position peaked at $2.52M in Q2 2022. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Arkadios Wealth Advisors held 11,642 shares of Vanguard Russell 1000 Growth ETF worth $1.28M as of Q1 2026.
Arkadios Wealth Advisors sold 1,586 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $185K.
Vanguard Russell 1000 Growth ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #681 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2020 and has held it in 8 quarters since.
Arkadios Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $2.52M in Q2 2022.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.