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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
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

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

Equitable Trust's VONG Position: Q2 2026 in Review

Equitable Trust opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026: 2,933 shares worth $375K. The stake represents 0.02% of the portfolio and ranks #354 among its holdings. This is a return to the name: Equitable Trust previously reported a position in VONG as recently as Q3 2025.

Equitable Trust first reported a position in VONG in Q1 2024 and has held it in 8 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Equitable Trust held 2,933 shares of Vanguard Russell 1000 Growth ETF worth $375K as of Q2 2026.
  • Vanguard Russell 1000 Growth ETF was a new Equitable Trust position in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #354 holding.
  • Equitable Trust first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.