BlueStem Wealth Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

BlueStem Wealth Partners’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 Q1	$480K	Sell	4,378 -173	-4%	-$20.2K	0.05%	85
2025 Q4	$554K	Sell	4,551 -420	-8%	-$51.2K	0.06%	74
2025 Q3	$599K	Sell	4,971 -18	-0.4%	-$2.06K	0.07%	64
2025 Q2	$545K	Sell	4,989 -24	-0.5%	-$2.36K	0.07%	64
2025 Q1	$465K	Sell	5,013 -2,323	-32%	-$236K	0.06%	62
2024 Q4	$758K	Buy	+7,336	New	+$743K	0.1%	49

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlueStem Wealth Partners's VONG Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 3.8% in Q1 2026, selling an estimated $20.2K and leaving 4,378 shares worth $480K. The position accounts for 0.05% of the portfolio, ranked #85.

BlueStem Wealth Partners first reported a position in VONG in Q4 2024 and has held it in 6 quarters since. The position peaked at $758K in Q4 2024. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

BlueStem Wealth Partners held 4,378 shares of Vanguard Russell 1000 Growth ETF worth $480K as of Q1 2026.
BlueStem Wealth Partners sold 173 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $20.2K.
Vanguard Russell 1000 Growth ETF made up 0.05% of BlueStem Wealth Partners's portfolio in Q1 2026, its #85 holding.
BlueStem Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Vanguard Russell 1000 Growth ETF position peaked at $758K in Q4 2024.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.