EP Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

EP Wealth Advisors’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	$1.09M	Sell	8,512 -15,013	-64%	-$1.86M	﹤0.01%	721
2026 Q1	$2.58M	Buy	23,525 +12,945	+122%	+$1.51M	0.01%	422
2025 Q4	$1.29M	Buy	+10,580	New	+$1.29M	0.01%	547
2025 Q2	$885K	Sell	8,107 -213	-3%	-$21K	0.01%	589
2025 Q1	$772K	Buy	8,320 +6,128	+280%	+$622K	0.01%	562
2024 Q4	$226K	Sell	2,192 -566	-21%	-$57.3K	﹤0.01%	1015
2024 Q3	$266K	Buy	+2,758	New	+$257K	﹤0.01%	906
2024 Q1	–	Sell	-2,540	Closed	-$198K	–	872
2023 Q4	$198K	Buy	2,540 +904	+55%	+$65.8K	﹤0.01%	721
2023 Q3	$112K	Sell	1,636 -883	-35%	-$62.7K	﹤0.01%	728
2023 Q2	$221K	Buy	+2,519	New	+$165K	﹤0.01%	634
2022 Q3	–	Sell	-3,442	Closed	-$194K	–	640
2022 Q2	$194K	Buy	3,442 +759	+28%	+$46.9K	﹤0.01%	579
2022 Q1	$191K	Hold	2,683	–	–	﹤0.01%	581
2021 Q4	$211K	Buy	+2,683	New	+$205K	0.01%	521
2021 Q3	–	Sell	-3,068	Closed	-$214K	–	565
2021 Q2	$214K	Buy	+3,068	New	+$203K	0.01%	502
2021 Q1	–	Sell	-2,012	Closed	-$125K	–	522
2020 Q4	$125K	Buy	+2,012	New	+$118K	﹤0.01%	441

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

EP Wealth Advisors's VONG Position: Q2 2026 in Review

EP Wealth Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 64% in Q2 2026, selling an estimated $1.86M and leaving 8,512 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #721.

EP Wealth Advisors first reported a position in VONG in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.58M in Q1 2026. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

EP Wealth Advisors held 8,512 shares of Vanguard Russell 1000 Growth ETF worth $1.09M as of Q2 2026.
EP Wealth Advisors sold 15,013 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.86M.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #721 holding.
EP Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2020 and has held it in 15 quarters since.
EP Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $2.58M in Q1 2026.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.