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Copia Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Copia Wealth Management’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 		$2.68K Buy
21
+5
+31% +$620 ﹤0.01% 443
2026
Q1 		$1.75K Sell
16
-452
-97% -$52.8K ﹤0.01% 441
2025
Q4 		$57K Hold
468
– – 0.04% 195
2025
Q3 		$56.4K Hold
468
– – 0.04% 184
2025
Q2 		$51.1K Sell
468
-62
-12% -$6.1K 0.04% 168
2025
Q1 		$49.2K Buy
530
+514
+3,213% +$52.2K 0.05% 160
2024
Q4 		$1.65K Buy
+16
New +$1.62K ﹤0.01% 362

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

Copia Wealth Management's VONG Position: Q2 2026 in Review

Copia Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 31% in Q2 2026, buying an estimated $620 and bringing the position to 21 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Copia Wealth Management first reported a position in VONG in Q4 2024 and has held it in 7 quarters since. The position peaked at $57K in Q4 2025. 951 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Copia Wealth Management held 21 shares of Vanguard Russell 1000 Growth ETF worth $2.68K as of Q2 2026.
  • Copia Wealth Management bought 5 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $620.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #443 holding.
  • Copia Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $57K in Q4 2025.
  • 951 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.