BFS
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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
Q2 		$13.3M Buy
103,701
+2,956
+3% +$367K 3.04% 12
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bare Financial Services's VONG Position: Q2 2026 in Review

Bare Financial Services increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 2.9% in Q2 2026, buying an estimated $367K and bringing the position to 103,701 shares worth $13.3M. The position accounts for 3.04% of the portfolio, ranked #12.

Bare Financial Services first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. 954 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Bare Financial Services held 103,701 shares of Vanguard Russell 1000 Growth ETF worth $13.3M as of Q2 2026.
  • Bare Financial Services bought 2,956 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $367K.
  • Vanguard Russell 1000 Growth ETF made up 3.04% of Bare Financial Services's portfolio in Q2 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 11 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.