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

Base 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	$8.45M	Sell	66,120 -14,856	-18%	-$1.84M	3.93%	10
2026 Q1	$8.88M	Sell	80,976 -8,841	-10%	-$1.03M	4.97%	7
2025 Q4	$10.9M	Buy	89,817 +4,658	+5%	+$568K	5.89%	5
2025 Q3	$10.3M	Buy	85,159 +4,306	+5%	+$494K	5.85%	6
2025 Q2	$8.83M	Buy	80,853 +6,130	+8%	+$603K	5.66%	5
2025 Q1	$6.93M	Buy	+74,723	New	+$7.59M	5.28%	7

Other funds holding VONG

LPL Financial San Diego, California $445B AUM 25.58% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

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

Base Wealth Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 18% in Q2 2026, selling an estimated $1.84M and leaving 66,120 shares worth $8.45M. The position accounts for 3.93% of the portfolio, ranked #10.

Base Wealth Management first reported a position in VONG in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.9M in Q4 2025. 775 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Base Wealth Management held 66,120 shares of Vanguard Russell 1000 Growth ETF worth $8.45M as of Q2 2026.
Base Wealth Management sold 14,856 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.84M.
Vanguard Russell 1000 Growth ETF made up 3.93% of Base Wealth Management's portfolio in Q2 2026, its #10 holding.
Base Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Base Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $10.9M in Q4 2025.
775 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.