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Coordinated Financial Services’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Coordinated Financial Services’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 		$356K Buy
3,244
+1,004
+45% +$117K 0.2% 132
2025
Q4 		$273K Buy
2,240
+431
+24% +$52.5K 0.16% 145
2025
Q3 		$218K Sell
1,809
-163
-8% -$18.7K 0.14% 149
2025
Q2 		$215K Buy
+1,972
New +$194K 0.15% 142

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coordinated Financial Services's VONG Position: Q1 2026 in Review

Coordinated Financial Services increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 45% in Q1 2026, buying an estimated $117K and bringing the position to 3,244 shares worth $356K. The position accounts for 0.2% of the portfolio, ranked #132.

Coordinated Financial Services first reported a position in VONG in Q2 2025 and has held it in 4 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Coordinated Financial Services held 3,244 shares of Vanguard Russell 1000 Growth ETF worth $356K as of Q1 2026.
  • Coordinated Financial Services bought 1,004 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $117K.
  • Vanguard Russell 1000 Growth ETF made up 0.2% of Coordinated Financial Services's portfolio in Q1 2026, its #132 holding.
  • Coordinated Financial Services first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.