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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$7.05K Hold
55
– – ﹤0.01% 453
2026
Q1 		$6.05K Hold
55
– – ﹤0.01% 421
2025
Q4 		$6.72K Hold
55
– – ﹤0.01% 432
2025
Q3 		$6.64K Hold
55
– – ﹤0.01% 428
2025
Q2 		$6.01K Buy
+55
New +$5.41K ﹤0.01% 391

Other funds holding VONG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VONG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 55 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VONG in Q2 2025 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 55 shares of Vanguard Russell 1000 Growth ETF worth $7.05K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #453 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 620 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.