Beacon Financial Planning
VONG icon

Beacon Financial Planning’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Beacon Financial Planning’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
Q3 		$1.73M Sell
13,440
-113
-0.8% -$14.2K 0.59% 29
2026
Q2 		$1.73M Buy
13,553
+1,375
+11% +$171K 0.59% 29
2026
Q1 		$1.34M Buy
12,178
+4,555
+60% +$532K 0.52% 31
2025
Q4 		$928K Buy
7,623
+3,222
+73% +$393K 0.45% 35
2025
Q3 		$530K Buy
4,401
+2,154
+96% +$247K 0.27% 40
2025
Q2 		$245K Buy
+2,247
New +$221K 0.14% 49

Other funds holding VONG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

Beacon Financial Planning's VONG Position: Q3 2026 in Review

Beacon Financial Planning reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.83% in Q3 2026, selling an estimated $14.2K and leaving 13,440 shares worth $1.73M. The position accounts for 0.59% of the portfolio, ranked #29.

Beacon Financial Planning first reported a position in VONG in Q2 2025 and has held it in 6 quarters since. 653 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Beacon Financial Planning held 13,440 shares of Vanguard Russell 1000 Growth ETF worth $1.73M as of Q3 2026.
  • Beacon Financial Planning sold 113 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $14.2K.
  • Vanguard Russell 1000 Growth ETF made up 0.59% of Beacon Financial Planning's portfolio in Q3 2026, its #29 holding.
  • Beacon Financial Planning first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 653 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.