Elevation Wealth Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Elevation 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 Q3	$1.4M	Sell	10,882 -64	-0.6%	-$8.06K	0.39%	43
2026 Q2	$1.4M	Sell	10,946 -243	-2%	-$30.2K	0.42%	41
2026 Q1	$1.23M	Sell	11,189 -7	-0.1%	-$818	0.44%	40
2025 Q4	$1.36M	Buy	11,196 +10	+0.1%	+$1.22K	0.48%	39
2025 Q3	$1.35M	Buy	11,186 +6	+0.1%	+$688	0.49%	38
2025 Q2	$1.22M	Sell	11,180 -1,185	-10%	-$117K	0.48%	39
2025 Q1	$1.15M	Sell	12,365 -902	-7%	-$91.6K	0.5%	40
2024 Q4	$1.37M	Sell	13,267 -172	-1%	-$17.4K	0.58%	32
2024 Q3	$1.3M	Buy	13,439 +935	+7%	+$87.2K	0.56%	38
2024 Q2	$1.17M	Buy	12,504 +670	+6%	+$58.9K	0.56%	40
2024 Q1	$1.03M	Buy	+11,834	New	+$982K	0.51%	39

Other funds holding VONG

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Seven Bridges Advisors New York $221M AUM

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elevation Wealth Partners's VONG Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.58% in Q3 2026, selling an estimated $8.06K and leaving 10,882 shares worth $1.4M. The position accounts for 0.39% of the portfolio, ranked #43.

Elevation Wealth Partners first reported a position in VONG in Q1 2024 and has held it in 11 quarters since. 324 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

Elevation Wealth Partners held 10,882 shares of Vanguard Russell 1000 Growth ETF worth $1.4M as of Q3 2026.
Elevation Wealth Partners sold 64 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $8.06K.
Vanguard Russell 1000 Growth ETF made up 0.39% of Elevation Wealth Partners's portfolio in Q3 2026, its #43 holding.
Elevation Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 11 quarters since.
324 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.