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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
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 $1.37T 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

Foundations Investment Advisors's VONG Position: Q1 2026 in Review

Foundations Investment Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 2.7% in Q1 2026, buying an estimated $16K and bringing the position to 5,148 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #675.

Foundations Investment Advisors first reported a position in VONG in Q4 2023 and has held it in 10 quarters since. The position peaked at $795K in Q3 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Foundations Investment Advisors held 5,148 shares of Vanguard Russell 1000 Growth ETF worth $565K as of Q1 2026.
  • Foundations Investment Advisors bought 137 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $16K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #675 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Foundations Investment Advisors's Vanguard Russell 1000 Growth ETF position peaked at $795K in Q3 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.