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Foundations Investment Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Foundations Investment Advisors’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 		$733K Buy
5,736
+588
+11% +$73K 0.01% 656
2026
Q1 		$565K Buy
5,148
+137
+3% +$16K 0.01% 675
2025
Q4 		$610K Sell
5,011
-1,584
-24% -$193K 0.01% 645
2025
Q3 		$795K Buy
6,595
+1,988
+43% +$228K 0.01% 525
2025
Q2 		$503K Buy
4,607
+2,130
+86% +$210K 0.01% 578
2025
Q1 		$230K Sell
2,477
-2,575
-51% -$262K ﹤0.01% 788
2024
Q4 		$522K Buy
5,052
+1,764
+54% +$179K 0.01% 533
2024
Q3 		$317K Buy
3,288
+809
+33% +$75.5K 0.01% 620
2024
Q2 		$233K Sell
2,479
-151
-6% -$13.3K 0.01% 683
2024
Q1 		$228K Sell
2,630
-105
-4% -$8.71K 0.01% 645
2023
Q4 		$222K Buy
+2,735
New +$199K 0.01% 623

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Foundations Investment Advisors's VONG Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 11% in Q2 2026, buying an estimated $73K and bringing the position to 5,736 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #656.

Foundations Investment Advisors first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. The position peaked at $795K in Q3 2025. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Foundations Investment Advisors held 5,736 shares of Vanguard Russell 1000 Growth ETF worth $733K as of Q2 2026.
  • Foundations Investment Advisors bought 588 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $73K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #656 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Foundations Investment Advisors's Vanguard Russell 1000 Growth ETF position peaked at $795K in Q3 2025.
  • 958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.