Baltimore-Washington Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Baltimore-Washington Financial 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 Q2	$70.7M	Buy	553,037 +16,000	+3%	+$1.99M	2.64%	9
2026 Q1	$58.9M	Buy	537,037 +26,317	+5%	+$3.07M	2.54%	12
2025 Q4	$62.2M	Buy	510,720 +23,880	+5%	+$2.91M	2.59%	11
2025 Q3	$58.7M	Buy	486,840 +14,810	+3%	+$1.7M	2.52%	9
2025 Q2	$51.5M	Sell	472,030 -3,204	-0.7%	-$315K	2.4%	9
2025 Q1	$44.1M	Sell	475,234 -8,302	-2%	-$843K	2.34%	11
2024 Q4	$49.9M	Buy	483,536 +9,376	+2%	+$949K	2.57%	8
2024 Q3	$45.8M	Buy	474,160 +13,531	+3%	+$1.26M	2.46%	9
2024 Q2	$43.2M	Buy	460,629 +20,434	+5%	+$1.8M	2.5%	8
2024 Q1	$38.2M	Buy	440,195 +24,785	+6%	+$2.06M	2.37%	8
2023 Q4	$32.4M	Buy	415,410 +60,506	+17%	+$4.4M	2.25%	8
2023 Q3	$24.3M	Buy	354,904 +30,235	+9%	+$2.15M	1.97%	14
2023 Q2	$23M	Buy	324,669 +213,574	+192%	+$14M	1.83%	15
2023 Q1	$6.99M	Buy	111,095 +43,412	+64%	+$2.57M	0.62%	57
2022 Q4	$3.73M	Buy	67,683 +48,872	+260%	+$2.76M	0.36%	72
2022 Q3	$1.02M	Buy	+18,811	New	+$1.14M	0.09%	95

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

Baltimore-Washington Financial Advisors's VONG Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 3% in Q2 2026, buying an estimated $1.99M and bringing the position to 553,037 shares worth $70.7M. The position accounts for 2.64% of the portfolio, ranked #9.

Baltimore-Washington Financial Advisors first reported a position in VONG in Q3 2022 and has held it in 16 quarters since. 954 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Baltimore-Washington Financial Advisors held 553,037 shares of Vanguard Russell 1000 Growth ETF worth $70.7M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 16,000 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.99M.
Vanguard Russell 1000 Growth ETF made up 2.64% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #9 holding.
Baltimore-Washington Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.