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

Compass Ion 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 Q3	$1.26M	Sell	9,738 -1,341	-12%	-$169K	0.11%	99
2026 Q2	$1.42M	Sell	11,079 -30	-0.3%	-$3.72K	0.12%	92
2026 Q1	$1.22M	Buy	11,109 +260	+2%	+$30.4K	0.12%	94
2025 Q4	$1.32M	Sell	10,849 -10	-0.1%	-$1.22K	0.13%	84
2025 Q3	$1.31M	Buy	10,859 +232	+2%	+$26.6K	0.13%	87
2025 Q2	$1.16M	Buy	10,627 +684	+7%	+$67.3K	0.13%	88
2025 Q1	$923K	Buy	9,943 +1,802	+22%	+$183K	0.11%	103
2024 Q4	$841K	Buy	+8,141	New	+$824K	0.1%	117

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

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 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

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Compass Ion Advisors's VONG Position: Q3 2026 in Review

Compass Ion Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 12% in Q3 2026, selling an estimated $169K and leaving 9,738 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #99.

Compass Ion Advisors first reported a position in VONG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.42M in Q2 2026. 298 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

Compass Ion Advisors held 9,738 shares of Vanguard Russell 1000 Growth ETF worth $1.26M as of Q3 2026.
Compass Ion Advisors sold 1,341 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $169K.
Vanguard Russell 1000 Growth ETF made up 0.11% of Compass Ion Advisors's portfolio in Q3 2026, its #99 holding.
Compass Ion Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Compass Ion Advisors's Vanguard Russell 1000 Growth ETF position peaked at $1.42M in Q2 2026.
298 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.