EWP
VONG icon

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
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

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

Elevation Wealth Partners's VONG Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 2.2% in Q2 2026, selling an estimated $30.2K and leaving 10,946 shares worth $1.4M. The position accounts for 0.42% of the portfolio, ranked #41.

Elevation Wealth Partners first reported a position in VONG in Q1 2024 and has held it in 10 quarters since. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Elevation Wealth Partners held 10,946 shares of Vanguard Russell 1000 Growth ETF worth $1.4M as of Q2 2026.
  • Elevation Wealth Partners sold 243 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $30.2K.
  • Vanguard Russell 1000 Growth ETF made up 0.42% of Elevation Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.