Equitable Trust’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Equitable Trust’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	$378K	Hold	2,933	–	–	0.02%	350
2026 Q2	$375K	Buy	+2,933	New	+$364K	0.02%	354
2025 Q4	–	Sell	-1,736	Closed	-$209K	–	461
2025 Q3	$209K	Sell	1,736 -576	-25%	-$66K	0.01%	428
2025 Q2	$252K	Hold	2,312	–	–	0.01%	401
2025 Q1	$215K	Hold	2,312	–	–	0.01%	449
2024 Q4	$239K	Hold	2,312	–	–	0.01%	443
2024 Q3	$223K	Hold	2,312	–	–	0.01%	425
2024 Q2	$217K	Hold	2,312	–	–	0.01%	419
2024 Q1	$200K	Buy	+2,312	New	+$192K	0.01%	420

Other funds holding VONG

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 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

SBA

Seven Bridges Advisors New York $221M AUM

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

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Equitable Trust's VONG Position: Q3 2026 in Review

Equitable Trust held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q3 2026 at 2,933 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #350.

Equitable Trust first reported a position in VONG in Q1 2024 and has held it in 9 quarters since. 161 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

Equitable Trust held 2,933 shares of Vanguard Russell 1000 Growth ETF worth $378K as of Q3 2026.
Equitable Trust left its Vanguard Russell 1000 Growth ETF share count unchanged in Q3 2026.
Vanguard Russell 1000 Growth ETF made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #350 holding.
Equitable Trust first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
161 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.