Focus Partners Wealth
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Focus Partners Wealth’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Focus Partners Wealth’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
Q1 		$17.3M Buy
157,300
+132,653
+538% +$15.5M 0.02% 542
2025
Q4 		$3M Sell
24,647
-129,401
-84% -$15.8M ﹤0.01% 1158
2025
Q3 		$18.6M Sell
154,048
-6,570
-4% -$753K 0.03% 414
2025
Q2 		$17.5M Buy
160,618
+3,090
+2% +$304K 0.04% 387
2025
Q1 		$14.6M Buy
157,528
+274
+0.2% +$27.8K 0.04% 393
2024
Q4 		$16.2M Sell
157,254
-824
-0.5% -$83.4K 0.04% 361
2024
Q3 		$15.3M Buy
158,078
+2,118
+1% +$198K 0.05% 326
2024
Q2 		$14.6M Buy
155,960
+1,315
+0.9% +$116K 0.05% 296
2024
Q1 		$13.4M Sell
154,645
-35,159
-19% -$2.92M 0.11% 183
2023
Q4 		$14.8M Buy
+189,804
New +$13.8M 0.19% 124

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focus Partners Wealth's VONG Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 538% in Q1 2026, buying an estimated $15.5M and bringing the position to 157,300 shares worth $17.3M. The position accounts for 0.02% of the portfolio, ranked #542.

Focus Partners Wealth first reported a position in VONG in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.6M in Q3 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Focus Partners Wealth held 157,300 shares of Vanguard Russell 1000 Growth ETF worth $17.3M as of Q1 2026.
  • Focus Partners Wealth bought 132,653 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $15.5M.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #542 holding.
  • Focus Partners Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Vanguard Russell 1000 Growth ETF position peaked at $18.6M in Q3 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.