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

Fermata 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 		$573K Buy
4,484
+4
+0.1% +$496 0.12% 144
2026
Q1 		$491K Buy
4,480
+4
+0.1% +$467 0.11% 142
2025
Q4 		$545K Buy
4,476
+999
+29% +$122K 0.13% 129
2025
Q3 		$419K Sell
3,477
-12
-0.3% -$1.38K 0.11% 136
2025
Q2 		$381K Sell
3,489
-497
-12% -$48.9K 0.1% 152
2025
Q1 		$370K Sell
3,986
-95
-2% -$9.65K 0.07% 195
2024
Q4 		$422K Sell
4,081
-182
-4% -$18.4K 0.08% 161
2024
Q3 		$411K Buy
+4,263
New +$398K 0.08% 139

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

Fermata Advisors's VONG Position: Q2 2026 in Review

Fermata Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.09% in Q2 2026, buying an estimated $496 and bringing the position to 4,484 shares worth $573K. The position accounts for 0.12% of the portfolio, ranked #144.

Fermata Advisors first reported a position in VONG in Q3 2024 and has held it in 8 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Fermata Advisors held 4,484 shares of Vanguard Russell 1000 Growth ETF worth $573K as of Q2 2026.
  • Fermata Advisors bought 4 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $496.
  • Vanguard Russell 1000 Growth ETF made up 0.12% of Fermata Advisors's portfolio in Q2 2026, its #144 holding.
  • Fermata Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 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 Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.