Everett Harris & Co’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Everett Harris & Co’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	$256K	Sell	2,000 -725	-27%	-$90K	﹤0.01%	268
2026 Q1	$299K	Hold	2,725	–	–	﹤0.01%	278
2025 Q4	$332K	Hold	2,725	–	–	﹤0.01%	265
2025 Q3	$328K	Hold	2,725	–	–	﹤0.01%	263
2025 Q2	$298K	Hold	2,725	–	–	﹤0.01%	273
2025 Q1	$253K	Hold	2,725	–	–	﹤0.01%	284
2024 Q4	$281K	Hold	2,725	–	–	﹤0.01%	250
2024 Q3	$263K	Hold	2,725	–	–	﹤0.01%	248
2024 Q2	$256K	Hold	2,725	–	–	﹤0.01%	245
2024 Q1	$236K	Hold	2,725	–	–	﹤0.01%	252
2023 Q4	$213K	Buy	+2,725	New	+$198K	﹤0.01%	251
2022 Q4	–	Sell	-4,000	Closed	-$217K	–	270
2022 Q3	$217K	Buy	+4,000	New	+$242K	﹤0.01%	241

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Everett Harris & Co's VONG Position: Q2 2026 in Review

Everett Harris & Co reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 27% in Q2 2026, selling an estimated $90K and leaving 2,000 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Everett Harris & Co first reported a position in VONG in Q3 2022 and has held it in 12 quarters since. The position peaked at $332K in Q4 2025. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Everett Harris & Co held 2,000 shares of Vanguard Russell 1000 Growth ETF worth $256K as of Q2 2026.
Everett Harris & Co sold 725 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $90K.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Everett Harris & Co's portfolio in Q2 2026, its #268 holding.
Everett Harris & Co first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2022 and has held it in 12 quarters since.
Everett Harris & Co's Vanguard Russell 1000 Growth ETF position peaked at $332K in Q4 2025.
958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.