CIA
VONG icon

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

Concurrent Investment 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
Q2 		$7.4M Buy
57,929
+45,441
+364% +$5.64M 0.06% 340
2026
Q1 		$1.37M Sell
12,488
-8,884
-42% -$1.04M 0.01% 747
2025
Q4 		$2.6M Buy
21,372
+10,723
+101% +$1.31M 0.03% 494
2025
Q3 		$1.28M Buy
10,649
+1,488
+16% +$171K 0.02% 586
2025
Q2 		$1M Buy
9,161
+4,177
+84% +$411K 0.02% 595
2025
Q1 		$462K Sell
4,984
-219
-4% -$22.2K 0.01% 770
2024
Q4 		$537K Buy
5,203
+630
+14% +$63.8K 0.01% 650
2024
Q3 		$441K Buy
4,573
+479
+12% +$44.7K 0.01% 654
2024
Q2 		$384K Sell
4,094
-91
-2% -$8K 0.01% 668
2024
Q1 		$363K Buy
4,185
+418
+11% +$34.7K 0.01% 622
2023
Q4 		$294K Buy
+3,767
New +$274K 0.01% 656

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

Concurrent Investment Advisors's VONG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 364% in Q2 2026, buying an estimated $5.64M and bringing the position to 57,929 shares worth $7.4M. The position accounts for 0.06% of the portfolio, ranked #340.

Concurrent Investment Advisors first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. 327 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Concurrent Investment Advisors held 57,929 shares of Vanguard Russell 1000 Growth ETF worth $7.4M as of Q2 2026.
  • Concurrent Investment Advisors bought 45,441 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.64M.
  • Vanguard Russell 1000 Growth ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #340 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 327 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.