Caldwell Sutter Capital
VONG icon

Caldwell Sutter Capital’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Caldwell Sutter Capital’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 		$5.16K Hold
40
– – ﹤0.01% 709
2026
Q2 		$5.11K Hold
40
– – ﹤0.01% 684
2026
Q1 		$4.39K Hold
40
– – ﹤0.01% 656
2025
Q4 		$4.87K Sell
40
-20
-33% -$2.44K ﹤0.01% 635
2025
Q3 		$7.23K Hold
60
– – ﹤0.01% 593
2025
Q2 		$6.55K Hold
60
– – ﹤0.01% 591
2025
Q1 		$5.57K Hold
60
– – ﹤0.01% 615
2024
Q4 		$6.2K Hold
60
– – ﹤0.01% 612
2024
Q3 		$5.79K Hold
60
– – ﹤0.01% 626
2024
Q2 		$5.63K Hold
60
– – ﹤0.01% 621
2024
Q1 		$5.2K Hold
60
– – ﹤0.01% 630
2023
Q4 		$4.68K Hold
60
– – ﹤0.01% 639
2023
Q3 		$4.11K Hold
60
– – ﹤0.01% 630
2023
Q2 		$4.25K Hold
60
– – ﹤0.01% 633
2023
Q1 		$3.77K Buy
+60
New +$3.56K ﹤0.01% 453

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

Caldwell Sutter Capital's VONG Position: Q3 2026 in Review

Caldwell Sutter Capital held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q3 2026 at 40 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Caldwell Sutter Capital first reported a position in VONG in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.23K in Q3 2025. 653 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Caldwell Sutter Capital held 40 shares of Vanguard Russell 1000 Growth ETF worth $5.16K as of Q3 2026.
  • Caldwell Sutter Capital left its Vanguard Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #709 holding.
  • Caldwell Sutter Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Vanguard Russell 1000 Growth ETF position peaked at $7.23K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.