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Axis Wealth Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Axis Wealth Partners’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 		$2.03M Buy
18,464
+834
+5% +$97.4K 1.08% 27
2025
Q4 		$2.15M Buy
17,630
+3,564
+25% +$435K 1.19% 24
2025
Q3 		$1.69M Buy
14,066
+2,756
+24% +$316K 0.99% 28
2025
Q2 		$1.24M Buy
11,310
+2,699
+31% +$266K 0.81% 34
2025
Q1 		$799K Buy
8,611
+990
+13% +$101K 0.59% 52
2024
Q4 		$787K Buy
+7,621
New +$772K 0.66% 46

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axis Wealth Partners's VONG Position: Q1 2026 in Review

Axis Wealth Partners increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 4.7% in Q1 2026, buying an estimated $97.4K and bringing the position to 18,464 shares worth $2.03M. The position accounts for 1.08% of the portfolio, ranked #27.

Axis Wealth Partners first reported a position in VONG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.15M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Axis Wealth Partners held 18,464 shares of Vanguard Russell 1000 Growth ETF worth $2.03M as of Q1 2026.
  • Axis Wealth Partners bought 834 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $97.4K.
  • Vanguard Russell 1000 Growth ETF made up 1.08% of Axis Wealth Partners's portfolio in Q1 2026, its #27 holding.
  • Axis Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's Vanguard Russell 1000 Growth ETF position peaked at $2.15M in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.