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

Balboa 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 Q2	$701K	Buy	+5,483	New	+$680K	0.1%	178

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

Balboa Wealth Partners's VONG Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026: 5,483 shares worth $701K. The stake represents 0.1% of the portfolio and ranks #178 among its holdings.

950 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Balboa Wealth Partners held 5,483 shares of Vanguard Russell 1000 Growth ETF worth $701K as of Q2 2026.
Vanguard Russell 1000 Growth ETF was a new Balboa Wealth Partners position in Q2 2026.
Vanguard Russell 1000 Growth ETF made up 0.1% of Balboa Wealth Partners's portfolio in Q2 2026, its #178 holding.
950 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.