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

Capital Investment Advisory Services’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 		$255K Sell
1,995
-564
-22% -$70K 0.02% 637
2026
Q1 		$281K Sell
2,559
-263
-9% -$30.7K 0.02% 530
2025
Q4 		$344K Buy
2,822
+151
+6% +$18.4K 0.02% 467
2025
Q3 		$322K Sell
2,671
-92
-3% -$10.5K 0.03% 468
2025
Q2 		$302K Sell
2,763
-221
-7% -$21.8K 0.02% 453
2025
Q1 		$277K Buy
2,984
+216
+8% +$21.9K 0.02% 455
2024
Q4 		$286K Buy
2,768
+2,019
+270% +$204K 0.03% 412
2024
Q3 		$72.3K Buy
749
+277
+59% +$25.8K 0.01% 631
2024
Q2 		$44.3K Hold
472
– – ﹤0.01% 679
2024
Q1 		$40.9K Hold
472
– – ﹤0.01% 681
2023
Q4 		$36.8K Sell
472
-101
-18% -$7.35K ﹤0.01% 708
2023
Q3 		$39.2K Buy
573
+16
+3% +$1.14K ﹤0.01% 662
2023
Q2 		$39.4K Buy
557
+28
+5% +$1.83K ﹤0.01% 629
2023
Q1 		$33.3K Hold
529
– – ﹤0.01% 634
2022
Q4 		$29.2K Sell
529
-224
-30% -$12.7K ﹤0.01% 668
2022
Q3 		$41K Buy
753
+54
+8% +$3.27K 0.01% 588
2022
Q2 		$39K Buy
699
+117
+20% +$7.23K ﹤0.01% 621
2022
Q1 		$42K Hold
582
– – ﹤0.01% 645
2021
Q4 		$46K Hold
582
– – 0.01% 610
2021
Q3 		$41K Buy
582
+394
+210% +$28.7K 0.01% 582
2021
Q2 		$13K Hold
188
– – ﹤0.01% 692
2021
Q1 		$12K Hold
188
– – ﹤0.01% 648
2020
Q4 		$12K Hold
188
– – ﹤0.01% 611
2020
Q3 		$10K Hold
188
– – ﹤0.01% 549
2020
Q2 		$9K Buy
+188
New +$8.52K ﹤0.01% 491

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Capital Investment Advisory Services's VONG Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 22% in Q2 2026, selling an estimated $70K and leaving 1,995 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #637.

Capital Investment Advisory Services first reported a position in VONG in Q2 2020 and has held it in 25 quarters since. The position peaked at $344K in Q4 2025. 293 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Capital Investment Advisory Services held 1,995 shares of Vanguard Russell 1000 Growth ETF worth $255K as of Q2 2026.
  • Capital Investment Advisory Services sold 564 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $70K.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #637 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Capital Investment Advisory Services's Vanguard Russell 1000 Growth ETF position peaked at $344K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.