Avior Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Avior Wealth Management’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	$2.55M	Sell	19,949 -806	-4%	-$100K	0.07%	220
2026 Q1	$2.28M	Buy	20,755 +42	+0.2%	+$4.91K	0.06%	233
2025 Q4	$2.52M	Sell	20,713 -1,381	-6%	-$168K	0.08%	175
2025 Q3	$2.66M	Buy	22,094 +3	+0%	+$344	0.09%	162
2025 Q2	$2.41M	Buy	22,091 +51	+0.2%	+$5.02K	0.08%	165
2025 Q1	$2.05M	Buy	22,040 +4	+0%	+$406	0.08%	176
2024 Q4	$2.28M	Sell	22,036 -1,034	-4%	-$105K	0.08%	163
2024 Q3	$2.23M	Buy	23,070 +490	+2%	+$45.7K	0.09%	153
2024 Q2	$2.12M	Buy	22,580 +22,577	+752,567%	+$1.98M	0.09%	158
2024 Q1	$260	Hold	3	–	–	﹤0.01%	2779
2023 Q4	$234	Sell	3 -200	-99%	-$14.6K	﹤0.01%	1466
2023 Q3	$13.9K	Sell	203 -2,199	-92%	-$156K	﹤0.01%	991
2023 Q2	$170K	Sell	2,402 -2,028	-46%	-$133K	0.01%	558
2023 Q1	$279K	Buy	+4,430	New	+$263K	0.02%	465

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Avior Wealth Management's VONG Position: Q2 2026 in Review

Avior Wealth Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 3.9% in Q2 2026, selling an estimated $100K and leaving 19,949 shares worth $2.55M. The position accounts for 0.07% of the portfolio, ranked #220.

Avior Wealth Management first reported a position in VONG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.66M in Q3 2025. 950 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Avior Wealth Management held 19,949 shares of Vanguard Russell 1000 Growth ETF worth $2.55M as of Q2 2026.
Avior Wealth Management sold 806 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $100K.
Vanguard Russell 1000 Growth ETF made up 0.07% of Avior Wealth Management's portfolio in Q2 2026, its #220 holding.
Avior Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Avior Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $2.66M in Q3 2025.
950 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.