Capital Investment Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Capital Investment 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 Q1	$920K	Buy	8,387 +2	+0%	+$234	0.01%	358
2025 Q4	$1.02M	Buy	8,385 +334	+4%	+$40.7K	0.02%	338
2025 Q3	$970K	Sell	8,051 -4	-0%	-$458	0.02%	341
2025 Q2	$880K	Buy	8,055 +1,566	+24%	+$154K	0.02%	343
2025 Q1	$602K	Sell	6,489 -15	-0.2%	-$1.52K	0.01%	409
2024 Q4	$672K	Buy	+6,504	New	+$659K	0.01%	371

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

Capital Investment Advisors's VONG Position: Q1 2026 in Review

Capital Investment Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.02% in Q1 2026, buying an estimated $234 and bringing the position to 8,387 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #358.

Capital Investment Advisors first reported a position in VONG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Capital Investment Advisors held 8,387 shares of Vanguard Russell 1000 Growth ETF worth $920K as of Q1 2026.
Capital Investment Advisors bought 2 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $234.
Vanguard Russell 1000 Growth ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #358 holding.
Capital Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Capital Investment Advisors's Vanguard Russell 1000 Growth ETF position peaked at $1.02M in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.