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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's VONG Position: Q1 2026 in Review

EP Wealth Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 122% in Q1 2026, buying an estimated $1.51M and bringing the position to 23,525 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #422.

EP Wealth Advisors first reported a position in VONG in Q4 2020 and has held it in 14 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • EP Wealth Advisors held 23,525 shares of Vanguard Russell 1000 Growth ETF worth $2.58M as of Q1 2026.
  • EP Wealth Advisors bought 12,945 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.51M.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #422 holding.
  • EP Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2020 and has held it in 14 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.