ForthRight Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

ForthRight Wealth Management’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	$997K	Buy	9,088 +557	+7%	+$65.1K	0.28%	33
2025 Q4	$1.04M	Hold	8,531	–	–	0.3%	32
2025 Q3	$1.03M	Sell	8,531 -14	-0.2%	-$1.6K	0.3%	33
2025 Q2	$933K	Buy	8,545 +468	+6%	+$46.1K	0.29%	33
2025 Q1	$750K	Buy	8,077 +68	+0.8%	+$6.91K	0.25%	34
2024 Q4	$827K	Hold	8,009	–	–	0.28%	35
2024 Q3	$773K	Sell	8,009 -47	-0.6%	-$4.39K	0.26%	36
2024 Q2	$756K	Buy	8,056 +4	+0%	+$352	0.27%	36
2024 Q1	$698K	Hold	8,052	–	–	0.25%	37
2023 Q4	$628K	Buy	8,052 +845	+12%	+$61.5K	0.24%	37
2023 Q3	$493K	Buy	7,207 +1	+0%	+$71	0.21%	39
2023 Q2	$510K	Buy	7,206 +54	+0.8%	+$3.53K	0.21%	37
2023 Q1	$450K	Buy	7,152 +1	+0%	+$59	0.21%	35
2022 Q4	$394K	Buy	7,151 +280	+4%	+$15.8K	0.2%	35
2022 Q3	$372K	Buy	6,871 +854	+14%	+$51.6K	0.22%	33
2022 Q2	$339K	Buy	+6,017	New	+$372K	0.19%	35

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ForthRight Wealth Management's VONG Position: Q1 2026 in Review

ForthRight Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 6.5% in Q1 2026, buying an estimated $65.1K and bringing the position to 9,088 shares worth $997K. The position accounts for 0.28% of the portfolio, ranked #33.

ForthRight Wealth Management first reported a position in VONG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.04M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

ForthRight Wealth Management held 9,088 shares of Vanguard Russell 1000 Growth ETF worth $997K as of Q1 2026.
ForthRight Wealth Management bought 557 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $65.1K.
Vanguard Russell 1000 Growth ETF made up 0.28% of ForthRight Wealth Management's portfolio in Q1 2026, its #33 holding.
ForthRight Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
ForthRight Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $1.04M in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.