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

Clearstead 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	$42.9M	Sell	391,535 -157,384	-29%	-$18.4M	0.39%	56
2025 Q4	$66.8M	Sell	548,919 -14,622	-3%	-$1.78M	0.84%	25
2025 Q3	$67.9M	Sell	563,541 -3,569	-0.6%	-$409K	0.89%	24
2025 Q2	$61.9M	Buy	567,110 +89,594	+19%	+$8.82M	0.87%	24
2025 Q1	$44.3M	Buy	477,516 +91,762	+24%	+$9.32M	0.69%	32
2024 Q4	$39.8M	Sell	385,754 -52,450	-12%	-$5.31M	0.6%	34
2024 Q3	$42.3M	Buy	438,204 +123,892	+39%	+$11.6M	0.66%	33
2024 Q2	$29.5M	Buy	314,312 +313,806	+62,017%	+$27.6M	0.5%	45
2024 Q1	$43.8K	Buy	506 +60	+13%	+$4.98K	﹤0.01%	797
2023 Q4	$34.8K	Sell	446 -446	-50%	-$32.5K	﹤0.01%	830
2023 Q3	$61K	Buy	892 +441	+98%	+$31.3K	﹤0.01%	849
2023 Q2	$31.9K	Hold	451	–	–	﹤0.01%	821
2023 Q1	$28.4K	Hold	451	–	–	﹤0.01%	784
2022 Q4	$24.9K	Buy	451 +446	+8,920%	+$25.2K	﹤0.01%	759
2022 Q3	$0	Buy	+5	New	+$302	﹤0.01%	1372

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

Clearstead Advisors's VONG Position: Q1 2026 in Review

Clearstead Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 29% in Q1 2026, selling an estimated $18.4M and leaving 391,535 shares worth $42.9M. The position accounts for 0.39% of the portfolio, ranked #56.

Clearstead Advisors first reported a position in VONG in Q3 2022 and has held it in 15 quarters since. The position peaked at $67.9M in Q3 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Clearstead Advisors held 391,535 shares of Vanguard Russell 1000 Growth ETF worth $42.9M as of Q1 2026.
Clearstead Advisors sold 157,384 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $18.4M.
Vanguard Russell 1000 Growth ETF made up 0.39% of Clearstead Advisors's portfolio in Q1 2026, its #56 holding.
Clearstead Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2022 and has held it in 15 quarters since.
Clearstead Advisors's Vanguard Russell 1000 Growth ETF position peaked at $67.9M in Q3 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.