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Bernardo Wealth Planning’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Bernardo Wealth 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
Q2 		$27.1M Buy
212,221
+7,493
+4% +$930K 4.63% 7
2026
Q1 		$22.5M Buy
204,728
+2,784
+1% +$325K 4.4% 7
2025
Q4 		$24.6M Sell
201,944
-1,049
-0.5% -$128K 4.69% 6
2025
Q3 		$24.5M Sell
202,993
-9,350
-4% -$1.07M 4.8% 6
2025
Q2 		$23.2M Buy
212,343
+14,558
+7% +$1.43M 5.03% 6
2025
Q1 		$18.4M Buy
197,785
+5,979
+3% +$607K 4.39% 6
2024
Q4 		$19.7M Buy
191,806
+5,385
+3% +$545K 4.7% 6
2024
Q3 		$18.3M Buy
186,421
+28,927
+18% +$2.7M 4.43% 6
2024
Q2 		$14.8M Buy
157,494
+8,810
+6% +$774K 3.97% 8
2024
Q1 		$12.9M Buy
148,684
+6,663
+5% +$553K 3.58% 9
2023
Q4 		$11.1M Sell
142,021
-35,004
-20% -$2.55M 3.49% 10
2023
Q3 		$12.1M Buy
177,025
+2,151
+1% +$153K 4.79% 7
2023
Q2 		$12.4M Sell
174,874
-5,979
-3% -$391K 4.93% 6
2023
Q1 		$11.4M Buy
180,853
+5,732
+3% +$340K 4.88% 6
2022
Q4 		$9.65M Buy
175,121
+58,329
+50% +$3.3M 4.51% 6
2022
Q3 		$6.55M Buy
116,792
+5,017
+4% +$303K 3.71% 8
2022
Q2 		$6.29M Buy
111,775
+16,854
+18% +$1.04M 3.59% 9
2022
Q1 		$6.77M Buy
94,921
+9,564
+11% +$671K 3.36% 9
2021
Q4 		$6.7M Buy
85,357
+64,735
+314% +$4.94M 3.27% 10
2021
Q3 		$1.45M Buy
20,622
+145
+0.7% +$10.5K 0.84% 23
2021
Q2 		$1.43M Buy
20,477
+525
+3% +$34.8K 0.86% 21
2021
Q1 		$1.25M Sell
19,952
-196
-1% -$12.3K 0.79% 24
2020
Q4 		$1.25M Sell
20,148
-732
-4% -$42.9K 0.48% 37
2020
Q3 		$1.16M Sell
20,880
-464
-2% -$25.1K 0.52% 36
2020
Q2 		$1.05M Sell
21,344
-4,288
-17% -$194K 0.56% 37
2020
Q1 		$991K Sell
25,632
-60,240
-70% -$2.67M 0.69% 39
2019
Q4 		$3.88M Sell
85,872
-2,972
-3% -$128K 2.36% 10
2019
Q3 		$3.65M Sell
88,844
-2,540
-3% -$105K 2.64% 7
2019
Q2 		$3.71M Buy
91,384
+208
+0.2% +$8.27K 2.9% 6
2019
Q1 		$3.54M Buy
91,176
+3,604
+4% +$133K 2.81% 6
2018
Q4 		$2.94M Buy
+87,572
New +$3.16M 2.6% 6

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

Bernardo Wealth Planning's VONG Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 3.7% in Q2 2026, buying an estimated $930K and bringing the position to 212,221 shares worth $27.1M. The position accounts for 4.63% of the portfolio, ranked #7.

Bernardo Wealth Planning first reported a position in VONG in Q4 2018 and has held it in 31 quarters since. 950 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Bernardo Wealth Planning held 212,221 shares of Vanguard Russell 1000 Growth ETF worth $27.1M as of Q2 2026.
  • Bernardo Wealth Planning bought 7,493 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $930K.
  • Vanguard Russell 1000 Growth ETF made up 4.63% of Bernardo Wealth Planning's portfolio in Q2 2026, its #7 holding.
  • Bernardo Wealth Planning first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 950 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.