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

Forza 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
Q2 		– Sell
-2,584
Closed -$283K – 198
2026
Q1 		$283K Buy
+2,584
New +$302K 0.1% 166

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Forza Wealth Management's VONG Position: Q2 2026 in Review

Forza Wealth Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026, closing a stake of 2,584 shares — an estimated $283K sold.

Forza Wealth Management first reported a position in VONG in Q1 2026 and held it in 1 quarter. The position peaked at $283K in Q1 2026. 189 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Forza Wealth Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Forza Wealth Management sold 2,584 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $283K.
  • Forza Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Forza Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $283K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.