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EverSource Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

EverSource Wealth Advisors’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 		$167K Sell
1,309
-2,149
-62% -$267K 0.01% 1096
2026
Q1 		$379K Buy
3,458
+710
+26% +$83K 0.01% 734
2025
Q4 		$335K Buy
2,748
+384
+16% +$46.8K 0.01% 711
2025
Q3 		$285K Buy
2,364
+1
+0% +$115 0.01% 745
2025
Q2 		$258K Sell
2,363
-17,417
-88% -$1.71M 0.01% 747
2025
Q1 		$1.84M Sell
19,780
-419
-2% -$42.6K 0.1% 162
2024
Q4 		$2.09M Sell
20,199
-788
-4% -$79.8K 0.12% 142
2024
Q3 		$2.03M Buy
20,987
+578
+3% +$53.9K 0.13% 140
2024
Q2 		$1.88M Buy
20,409
+9,928
+95% +$873K 0.12% 139
2024
Q1 		$870K Buy
10,481
+9,453
+920% +$784K 0.07% 200
2023
Q4 		$80.2K Buy
1,028
+2
+0.2% +$146 0.01% 725
2023
Q3 		$70.2K Buy
1,026
+1
+0.1% +$71 0.01% 697
2023
Q2 		$72.5K Sell
1,025
-317
-24% -$20.7K 0.01% 696
2023
Q1 		$84.4K Buy
1,342
+2
+0.1% +$119 0.01% 602
2022
Q4 		$73.8K Buy
1,340
+6
+0.4% +$339 0.01% 611
2022
Q3 		$72K Buy
1,334
+2
+0.2% +$121 0.02% 537
2022
Q2 		$75K Hold
1,332
– – 0.02% 467
2022
Q1 		$95K Sell
1,332
-683
-34% -$47.9K 0.02% 344
2021
Q4 		$158K Buy
+2,015
New +$154K 0.04% 257

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

EverSource Wealth Advisors's VONG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 62% in Q2 2026, selling an estimated $267K and leaving 1,309 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #1096.

EverSource Wealth Advisors first reported a position in VONG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.09M in Q4 2024. 957 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • EverSource Wealth Advisors held 1,309 shares of Vanguard Russell 1000 Growth ETF worth $167K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,149 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $267K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1096 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $2.09M in Q4 2024.
  • 957 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.