EFS
VONG icon

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

Essex Financial Services’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 		$285K Sell
2,229
-1,485
-40% -$184K 0.01% 665
2026
Q1 		$407K Sell
3,714
-242
-6% -$28.3K 0.02% 516
2025
Q4 		$482K Sell
3,956
-130
-3% -$15.8K 0.03% 451
2025
Q3 		$492K Buy
4,086
+1,682
+70% +$193K 0.03% 431
2025
Q2 		$263K Buy
+2,404
New +$237K 0.02% 584

Other funds holding VONG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Essex Financial Services's VONG Position: Q2 2026 in Review

Essex Financial Services reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 40% in Q2 2026, selling an estimated $184K and leaving 2,229 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #665.

Essex Financial Services first reported a position in VONG in Q2 2025 and has held it in 5 quarters since. The position peaked at $492K in Q3 2025. 775 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Essex Financial Services held 2,229 shares of Vanguard Russell 1000 Growth ETF worth $285K as of Q2 2026.
  • Essex Financial Services sold 1,485 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $184K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #665 holding.
  • Essex Financial Services first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Essex Financial Services's Vanguard Russell 1000 Growth ETF position peaked at $492K in Q3 2025.
  • 775 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.