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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Concord Wealth Partners's VONG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026: 844 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VONG as recently as Q4 2025.

Concord Wealth Partners first reported a position in VONG in Q1 2022 and has held it in 16 quarters since. The position peaked at $128K in Q3 2024. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Concord Wealth Partners held 844 shares of Vanguard Russell 1000 Growth ETF worth $108K as of Q2 2026.
  • Vanguard Russell 1000 Growth ETF was a new Concord Wealth Partners position in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #284 holding.
  • Concord Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and has held it in 16 quarters since.
  • Concord Wealth Partners's Vanguard Russell 1000 Growth ETF position peaked at $128K in Q3 2024.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.