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

Capital Planning 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	$212K	Sell	1,935 -263	-12%	-$30.7K	0.03%	142
2025 Q4	$268K	Hold	2,198	–	–	0.04%	143
2025 Q3	$265K	Sell	2,198 -88	-4%	-$10.1K	0.04%	132
2025 Q2	$250K	Hold	2,286	–	–	0.04%	127
2025 Q1	$212K	Hold	2,286	–	–	0.03%	132
2024 Q4	$236K	Hold	2,286	–	–	0.04%	129
2024 Q3	$221K	Hold	2,286	–	–	0.03%	135
2024 Q2	$214K	Buy	+2,286	New	+$201K	0.04%	133
2022 Q1	–	Sell	-2,680	Closed	-$210K	–	167
2021 Q4	$210K	Buy	+2,680	New	+$204K	0.04%	155

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 Planning Advisors's VONG Position: Q1 2026 in Review

Capital Planning Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 12% in Q1 2026, selling an estimated $30.7K and leaving 1,935 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #142.

Capital Planning Advisors first reported a position in VONG in Q4 2021 and has held it in 9 quarters since. The position peaked at $268K in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Capital Planning Advisors held 1,935 shares of Vanguard Russell 1000 Growth ETF worth $212K as of Q1 2026.
Capital Planning Advisors sold 263 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $30.7K.
Vanguard Russell 1000 Growth ETF made up 0.03% of Capital Planning Advisors's portfolio in Q1 2026, its #142 holding.
Capital Planning Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2021 and has held it in 9 quarters since.
Capital Planning Advisors's Vanguard Russell 1000 Growth ETF position peaked at $268K in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.