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Beaumont Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Beaumont 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 		$1.08M Hold
8,488
– – 0.07% 163
2026
Q1 		$931K Hold
8,488
– – 0.06% 171
2025
Q4 		$1.03M Hold
8,488
– – 0.07% 160
2025
Q3 		$1.02M Hold
8,488
– – 0.07% 158
2025
Q2 		$927K Hold
8,488
– – 0.07% 157
2025
Q1 		$788K Hold
8,488
– – 0.06% 173
2024
Q4 		$877K Hold
8,488
– – 0.07% 161
2024
Q3 		$819K Buy
8,488
+1,555
+22% +$145K 0.06% 161
2024
Q2 		$650K Hold
6,933
– – 0.05% 187
2024
Q1 		$601K Buy
6,933
+25
+0.4% +$2.07K 0.05% 186
2023
Q4 		$539K Buy
6,908
+226
+3% +$16.4K 0.05% 187
2023
Q3 		$457K Sell
6,682
-86
-1% -$6.11K 0.05% 186
2023
Q2 		$479K Hold
6,768
– – 0.04% 194
2023
Q1 		$426K Sell
6,768
-240
-3% -$14.2K 0.04% 188
2022
Q4 		$386K Buy
7,008
+780
+13% +$44.1K 0.04% 202
2022
Q3 		$338K Hold
6,228
– – 0.03% 217
2022
Q2 		$351K Hold
6,228
– – 0.03% 214
2022
Q1 		$444K Hold
6,228
– – 0.03% 226
2021
Q4 		$489K Hold
6,228
– – 0.04% 215
2021
Q3 		$439K Hold
6,228
– – 0.03% 220
2021
Q2 		$435K Hold
6,228
– – 0.03% 229
2021
Q1 		$389K Hold
6,228
– – 0.03% 228
2020
Q4 		$386K Sell
6,228
-156
-2% -$9.14K 0.03% 230
2020
Q3 		$356K Sell
6,384
-500
-7% -$27.1K 0.03% 232
2020
Q2 		$340K Sell
6,884
-1,640
-19% -$74.3K 0.04% 218
2020
Q1 		$330K Buy
8,524
+340
+4% +$15.1K 0.04% 178
2019
Q4 		$370K Buy
8,184
+340
+4% +$14.6K 0.04% 205
2019
Q3 		$322K Buy
7,844
+500
+7% +$20.6K 0.03% 206
2019
Q2 		$298K Buy
7,344
+748
+11% +$29.8K 0.03% 198
2019
Q1 		$256K Hold
6,596
– – 0.03% 201
2018
Q4 		$222K Buy
6,596
+1,500
+29% +$54.2K 0.04% 178
2018
Q3 		$204K Buy
+5,096
New +$198K 0.02% 221

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

Beaumont Financial Advisors's VONG Position: Q2 2026 in Review

Beaumont Financial Advisors held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 8,488 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #163.

Beaumont Financial Advisors first reported a position in VONG in Q3 2018 and has held it in 32 quarters since. 951 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Beaumont Financial Advisors held 8,488 shares of Vanguard Russell 1000 Growth ETF worth $1.08M as of Q2 2026.
  • Beaumont Financial Advisors left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.07% of Beaumont Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • Beaumont Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2018 and has held it in 32 quarters since.
  • 951 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.