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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Caldwell Sutter Capital's VONG Position: Q2 2026 in Review

Caldwell Sutter Capital held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 40 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Caldwell Sutter Capital first reported a position in VONG in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.23K in Q3 2025. 957 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Caldwell Sutter Capital held 40 shares of Vanguard Russell 1000 Growth ETF worth $5.11K as of Q2 2026.
Caldwell Sutter Capital left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #684 holding.
Caldwell Sutter Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Vanguard Russell 1000 Growth ETF position peaked at $7.23K in Q3 2025.
957 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.