CP
VONG icon

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
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

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 Planning's VONG Position: Q2 2026 in Review

Capital Planning held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 8,012 shares worth $1.02M. The position accounts for 0.3% of the portfolio, ranked #37.

Capital Planning first reported a position in VONG in Q2 2022 and has held it in 16 quarters since. 293 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Capital Planning held 8,012 shares of Vanguard Russell 1000 Growth ETF worth $1.02M as of Q2 2026.
  • Capital Planning left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.3% of Capital Planning's portfolio in Q2 2026, its #37 holding.
  • Capital Planning first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • 293 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.