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

Axxcess 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	$979K	Buy	+7,661	New	+$951K	0.02%	537
2026 Q1	–	Sell	-5,333	Closed	-$649K	–	984
2025 Q4	$649K	Sell	5,333 -1,684	-24%	-$205K	0.01%	624
2025 Q3	$845K	Sell	7,017 -252	-3%	-$28.9K	0.02%	485
2025 Q2	$794K	Buy	7,269 +4,299	+145%	+$423K	0.02%	484
2025 Q1	$276K	Buy	2,970 +766	+35%	+$77.8K	0.01%	710
2024 Q4	$228K	Buy	2,204 +99	+5%	+$10K	0.01%	770
2024 Q3	$203K	Buy	+2,105	New	+$196K	0.01%	839
2024 Q2	–	Sell	-18,112	Closed	-$1.57M	–	952
2024 Q1	$1.57M	Buy	+18,112	New	+$1.5M	0.04%	293
2023 Q3	–	Sell	-8,632	Closed	-$611K	–	847
2023 Q2	$611K	Sell	8,632 -9,150	-51%	-$599K	0.04%	305
2023 Q1	$1.12M	Buy	17,782 +860	+5%	+$51K	0.08%	211
2022 Q4	$933K	Buy	+16,922	New	+$957K	0.08%	234
2022 Q3	–	Sell	-4,990	Closed	-$281K	–	614
2022 Q2	$281K	Buy	4,990 +4	+0.1%	+$247	0.03%	413
2022 Q1	$356K	Buy	4,986 +1,396	+39%	+$98K	0.03%	435
2021 Q4	$282K	Buy	+3,590	New	+$274K	0.02%	491

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

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

Axxcess Wealth Management opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026: 7,661 shares worth $979K. The stake represents 0.02% of the portfolio and ranks #537 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VONG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VONG in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.57M in Q1 2024. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Axxcess Wealth Management held 7,661 shares of Vanguard Russell 1000 Growth ETF worth $979K as of Q2 2026.
Vanguard Russell 1000 Growth ETF was a new Axxcess Wealth Management position in Q2 2026.
Vanguard Russell 1000 Growth ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #537 holding.
Axxcess Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2021 and has held it in 14 quarters since.
Axxcess Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $1.57M in Q1 2024.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.