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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
Q2 		$1.13M Buy
8,818
+431
+5% +$53.5K 0.01% 341
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
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 22.9% 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

Capital Investment Advisors's VONG Position: Q2 2026 in Review

Capital Investment Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 5.1% in Q2 2026, buying an estimated $53.5K and bringing the position to 8,818 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #341.

Capital Investment Advisors first reported a position in VONG in Q4 2024 and has held it in 7 quarters since. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Capital Investment Advisors held 8,818 shares of Vanguard Russell 1000 Growth ETF worth $1.13M as of Q2 2026.
  • Capital Investment Advisors bought 431 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $53.5K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #341 holding.
  • Capital Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.