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Ethos Financial Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Ethos Financial Group’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 		$2.88M Sell
24,555
-501
-2% -$62.2K 0.19% 108
2026
Q1 		$2.76M Sell
25,056
-8,119
-24% -$949K 0.2% 108
2025
Q4 		$4.04M Sell
33,175
-183
-0.5% -$22.3K 0.3% 80
2025
Q3 		$4.02M Buy
33,358
+28,836
+638% +$3.3M 0.32% 76
2025
Q2 		$494K Sell
4,522
-66,244
-94% -$6.52M 0.04% 264
2025
Q1 		$7.31M Hold
70,766
– – 0.7% 41
2024
Q4 		$7.31M Buy
70,766
+66,157
+1,435% +$6.7M 0.95% 34
2024
Q3 		$445K Buy
4,609
+130
+3% +$12.1K 0.07% 147
2024
Q2 		$421K Sell
4,479
-319
-7% -$28K 0.07% 156
2024
Q1 		$416K Sell
4,798
-546
-10% -$45.3K 0.08% 167
2023
Q4 		$417K Buy
+5,344
New +$389K 0.09% 158

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

Ethos Financial Group's VONG Position: Q2 2026 in Review

Ethos Financial Group reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 2% in Q2 2026, selling an estimated $62.2K and leaving 24,555 shares worth $2.88M. The position accounts for 0.19% of the portfolio, ranked #108.

Ethos Financial Group first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.31M in Q1 2025. 951 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Ethos Financial Group held 24,555 shares of Vanguard Russell 1000 Growth ETF worth $2.88M as of Q2 2026.
  • Ethos Financial Group sold 501 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $62.2K.
  • Vanguard Russell 1000 Growth ETF made up 0.19% of Ethos Financial Group's portfolio in Q2 2026, its #108 holding.
  • Ethos Financial Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Ethos Financial Group's Vanguard Russell 1000 Growth ETF position peaked at $7.31M in Q1 2025.
  • 951 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.