Curtis Advisory Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Curtis Advisory Group’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	$6.1M	Buy	55,637 +2,965	+6%	+$346K	1.32%	20
2025 Q4	$6.41M	Buy	52,672 +2,136	+4%	+$260K	1.35%	19
2025 Q3	$6.09M	Sell	50,536 -4,100	-8%	-$470K	1.38%	19
2025 Q2	$5.97M	Buy	54,636 +384	+0.7%	+$37.8K	1.5%	18
2025 Q1	$5.03M	Sell	54,252 -6,272	-10%	-$637K	1.48%	21
2024 Q4	$6.25M	Sell	60,524 -58	-0.1%	-$5.87K	1.65%	16
2024 Q3	$5.85M	Buy	60,582 +1,148	+2%	+$107K	1.66%	16
2024 Q2	$5.58M	Sell	59,434 -2,238	-4%	-$197K	1.97%	15
2024 Q1	$5.35M	Sell	61,672 -654	-1%	-$54.2K	2.07%	12
2023 Q4	$4.86M	Buy	+62,326	New	+$4.54M	2.22%	13

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Curtis Advisory Group's VONG Position: Q1 2026 in Review

Curtis Advisory Group increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 5.6% in Q1 2026, buying an estimated $346K and bringing the position to 55,637 shares worth $6.1M. The position accounts for 1.32% of the portfolio, ranked #20.

Curtis Advisory Group first reported a position in VONG in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.41M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Curtis Advisory Group held 55,637 shares of Vanguard Russell 1000 Growth ETF worth $6.1M as of Q1 2026.
Curtis Advisory Group bought 2,965 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $346K.
Vanguard Russell 1000 Growth ETF made up 1.32% of Curtis Advisory Group's portfolio in Q1 2026, its #20 holding.
Curtis Advisory Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Curtis Advisory Group's Vanguard Russell 1000 Growth ETF position peaked at $6.41M in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.