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

Financial Perspectives’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	$84K	Sell	657 -30	-4%	-$3.72K	0.02%	264
2026 Q1	$75.4K	Hold	687	–	–	0.02%	262
2025 Q4	$83.7K	Hold	687	–	–	0.02%	251
2025 Q3	$82.8K	Hold	687	–	–	0.02%	257
2025 Q2	$75.1K	Hold	687	–	–	0.02%	261
2025 Q1	$63.8K	Hold	687	–	–	0.02%	267
2024 Q4	$71K	Buy	687 +30	+5%	+$3.04K	0.02%	261
2024 Q3	$63.4K	Hold	657	–	–	0.02%	260
2024 Q2	$61.7K	Hold	657	–	–	0.02%	255
2024 Q1	$57K	Hold	657	–	–	0.02%	269
2023 Q4	$51.3K	Hold	657	–	–	0.02%	267
2023 Q3	$45K	Hold	657	–	–	0.02%	269
2023 Q2	$46.5K	Hold	657	–	–	0.02%	269
2023 Q1	$41.3K	Hold	657	–	–	0.02%	273
2022 Q4	$36.2K	Buy	657 +3	+0.5%	+$170	0.02%	285
2022 Q3	$35.4K	Buy	654 +2	+0.3%	+$121	0.02%	275
2022 Q2	$36.7K	Hold	652	–	–	0.02%	268
2022 Q1	$46.5K	Buy	652 +1	+0.2%	+$70	0.02%	258
2021 Q4	$51.1K	Buy	651 +2	+0.3%	+$152	0.02%	239
2021 Q3	$45.7K	Buy	649 +1	+0.2%	+$73	0.02%	246
2021 Q2	$45.2K	Buy	+648	New	+$43K	0.02%	266

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

TCIIS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Financial Perspectives's VONG Position: Q2 2026 in Review

Financial Perspectives reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 4.4% in Q2 2026, selling an estimated $3.72K and leaving 657 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #264.

Financial Perspectives first reported a position in VONG in Q2 2021 and has held it in 21 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Financial Perspectives held 657 shares of Vanguard Russell 1000 Growth ETF worth $84K as of Q2 2026.
Financial Perspectives sold 30 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.72K.
Vanguard Russell 1000 Growth ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #264 holding.
Financial Perspectives first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2021 and has held it in 21 quarters since.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.