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

Elite Financial’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	$24.5M	Sell	191,337 -3,036	-2%	-$377K	9.88%	2
2026 Q1	$21.3M	Sell	194,373 -2,695	-1%	-$315K	9.56%	3
2025 Q4	$24M	Sell	197,068 -1,827	-0.9%	-$223K	10.91%	1
2025 Q3	$24.7M	Sell	198,895 -16	-0%	-$1.83K	11.3%	1
2025 Q2	$22.5M	Buy	198,911 +941	+0.5%	+$92.6K	11.09%	1
2025 Q1	$18.4M	Buy	197,970 +17,068	+9%	+$1.73M	9.71%	2
2024 Q4	$18.7M	Buy	+180,902	New	+$18.3M	10.13%	3

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Elite Financial's VONG Position: Q2 2026 in Review

Elite Financial reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 1.6% in Q2 2026, selling an estimated $377K and leaving 191,337 shares worth $24.5M. The position accounts for 9.88% of the portfolio, ranked #2.

Elite Financial first reported a position in VONG in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.7M in Q3 2025. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Elite Financial held 191,337 shares of Vanguard Russell 1000 Growth ETF worth $24.5M as of Q2 2026.
Elite Financial sold 3,036 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $377K.
Vanguard Russell 1000 Growth ETF made up 9.88% of Elite Financial's portfolio in Q2 2026, its #2 holding.
Elite Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Elite Financial's Vanguard Russell 1000 Growth ETF position peaked at $24.7M in Q3 2025.
956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.