Bare Financial Services’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Bare Financial Services’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	$11.1M	Buy	100,745 +8,879	+10%	+$1.04M	2.92%	12
2025 Q4	$11.2M	Buy	91,866 +6,698	+8%	+$817K	3.11%	10
2025 Q3	$10.3M	Buy	85,168 +4,222	+5%	+$484K	3.07%	9
2025 Q2	$8.84M	Buy	80,946 +13,352	+20%	+$1.31M	2.98%	13
2025 Q1	$6.27M	Buy	67,594 +6,053	+10%	+$615K	2.41%	13
2024 Q4	$6.36M	Buy	61,541 +9,605	+18%	+$973K	2.56%	13
2024 Q3	$5.01M	Buy	51,936 +10,330	+25%	+$964K	2.06%	14
2024 Q2	$3.84M	Buy	41,606 +19,268	+86%	+$1.69M	2.02%	16
2024 Q1	$1.85M	Buy	22,338 +18,218	+442%	+$1.51M	1.78%	17
2023 Q4	$321K	Buy	+4,120	New	+$300K	0.65%	20

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bare Financial Services's VONG Position: Q1 2026 in Review

Bare Financial Services increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 9.7% in Q1 2026, buying an estimated $1.04M and bringing the position to 100,745 shares worth $11.1M. The position accounts for 2.92% of the portfolio, ranked #12.

Bare Financial Services first reported a position in VONG in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.2M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Bare Financial Services held 100,745 shares of Vanguard Russell 1000 Growth ETF worth $11.1M as of Q1 2026.
Bare Financial Services bought 8,879 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.04M.
Vanguard Russell 1000 Growth ETF made up 2.92% of Bare Financial Services's portfolio in Q1 2026, its #12 holding.
Bare Financial Services first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Bare Financial Services's Vanguard Russell 1000 Growth ETF position peaked at $11.2M in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.