Concord Wealth Partners
VONG icon

Concord Wealth Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Concord Wealth Partners’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 		$87.4K Sell
678
-166
-20% -$20.9K 0.01% 289
2026
Q2 		$108K Buy
+844
New +$105K 0.01% 284
2026
Q1 		– Sell
-844
Closed -$103K – 768
2025
Q4 		$103K Buy
844
+166
+24% +$20.2K 0.01% 253
2025
Q3 		$81.7K Sell
678
-166
-20% -$19K 0.01% 277
2025
Q2 		$92.2K Buy
844
+166
+24% +$16.3K 0.01% 277
2025
Q1 		$62.9K Sell
678
-43
-6% -$4.37K 0.01% 291
2024
Q4 		$74.5K Sell
721
-607
-46% -$61.5K 0.01% 281
2024
Q3 		$128K Buy
1,328
+607
+84% +$56.6K 0.02% 242
2024
Q2 		$67.6K Sell
721
-103
-13% -$9.05K 0.01% 275
2024
Q1 		$71.4K Buy
824
+103
+14% +$8.54K 0.01% 307
2023
Q4 		$56.3K Sell
721
-103
-13% -$7.5K 0.01% 342
2023
Q3 		$56.4K Hold
824
– – 0.01% 362
2023
Q2 		$58.3K Sell
824
-404
-33% -$26.4K 0.01% 341
2023
Q1 		$77.2K Hold
1,228
– – 0.02% 284
2022
Q4 		$67.7K Buy
+1,228
New +$69.5K 0.02% 314
2022
Q3 		– Sell
-1,033
Closed -$58K – 1124
2022
Q2 		$58K Buy
1,033
+546
+112% +$33.7K 0.02% 346
2022
Q1 		$35K Buy
+487
New +$34.2K 0.01% 501

Other funds holding VONG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Concord Wealth Partners's VONG Position: Q3 2026 in Review

Concord Wealth Partners reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 20% in Q3 2026, selling an estimated $20.9K and leaving 678 shares worth $87.4K. The position accounts for 0.01% of the portfolio, ranked #289.

Concord Wealth Partners first reported a position in VONG in Q1 2022 and has held it in 17 quarters since. The position peaked at $128K in Q3 2024. 696 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Concord Wealth Partners held 678 shares of Vanguard Russell 1000 Growth ETF worth $87.4K as of Q3 2026.
  • Concord Wealth Partners sold 166 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $20.9K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #289 holding.
  • Concord Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Concord Wealth Partners's Vanguard Russell 1000 Growth ETF position peaked at $128K in Q3 2024.
  • 696 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.