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

Capital Planning’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 Q3	$1.03M	Hold	8,012	–	–	0.27%	39
2026 Q2	$1.02M	Hold	8,012	–	–	0.3%	37
2026 Q1	$879K	Sell	8,012 -166	-2%	-$19.4K	0.29%	38
2025 Q4	$993K	Buy	8,178 +1,232	+18%	+$150K	0.28%	39
2025 Q3	$837K	Buy	6,946 +1,269	+22%	+$145K	0.24%	43
2025 Q2	$620K	Buy	5,677 +1,196	+27%	+$118K	0.19%	43
2025 Q1	$416K	Sell	4,481 -879	-16%	-$89.3K	0.12%	66
2024 Q4	$554K	Hold	5,360	–	–	0.15%	62
2024 Q3	$517K	Buy	5,360 +1	+0%	+$93	0.15%	58
2024 Q2	$504K	Sell	5,359 -121	-2%	-$10.6K	0.15%	54
2024 Q1	$475K	Buy	5,480 +164	+3%	+$13.6K	0.15%	53
2023 Q4	$415K	Sell	5,316 -163	-3%	-$11.9K	0.15%	57
2023 Q3	$375K	Hold	5,479	–	–	0.15%	60
2023 Q2	$388K	Hold	5,479	–	–	0.15%	57
2023 Q1	$345K	Sell	5,479 -241	-4%	-$14.3K	0.14%	61
2022 Q4	$315K	Buy	+5,720	New	+$324K	0.14%	65
2022 Q3	–	Sell	-3,668	Closed	-$207K	–	65
2022 Q2	$207K	Buy	+3,668	New	+$227K	0.11%	58

Other funds holding VONG

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 1-Year Est. Return

Seven Bridges Advisors New York $221M AUM

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Capital Planning's VONG Position: Q3 2026 in Review

Capital Planning held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q3 2026 at 8,012 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #39.

Capital Planning first reported a position in VONG in Q2 2022 and has held it in 17 quarters since. 374 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

Capital Planning held 8,012 shares of Vanguard Russell 1000 Growth ETF worth $1.03M as of Q3 2026.
Capital Planning left its Vanguard Russell 1000 Growth ETF share count unchanged in Q3 2026.
Vanguard Russell 1000 Growth ETF made up 0.27% of Capital Planning's portfolio in Q3 2026, its #39 holding.
Capital Planning first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
374 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.