FSM Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

FSM Wealth 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	$1.58M	Buy	12,371 +346	+3%	+$42.9K	0.17%	77
2026 Q1	$1.32M	Sell	12,025 -208	-2%	-$24.3K	0.17%	71
2025 Q4	$1.49M	Buy	12,233 +6	+0%	+$732	0.2%	64
2025 Q3	$1.47M	Sell	12,227 -374	-3%	-$42.9K	0.21%	67
2025 Q2	$1.38M	Buy	12,601 +2,050	+19%	+$202K	0.22%	67
2025 Q1	$979K	Sell	10,551 -95	-0.9%	-$9.65K	0.22%	63
2024 Q4	$1.1M	Sell	10,646 -425	-4%	-$43K	0.27%	52
2024 Q3	$1.07M	Buy	11,071 +24	+0.2%	+$2.24K	0.28%	53
2024 Q2	$1.04M	Buy	11,047 +551	+5%	+$48.4K	0.35%	50
2024 Q1	$910K	Buy	10,496 +630	+6%	+$52.3K	0.32%	55
2023 Q4	$770K	Sell	9,866 -810	-8%	-$59K	0.33%	58
2023 Q3	$731K	Buy	10,676 +3	+0%	+$213	0.37%	52
2023 Q2	$751K	Buy	10,673 +2,033	+24%	+$133K	0.38%	57
2023 Q1	$543K	Buy	8,640 +3,049	+55%	+$181K	0.32%	70
2022 Q4	$308K	Buy	5,591 +455	+9%	+$25.7K	0.22%	105
2022 Q3	$278K	Sell	5,136 -30	-0.6%	-$1.81K	0.23%	108
2022 Q2	$330K	Buy	+5,166	New	+$319K	0.33%	77

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FSM Wealth Advisors's VONG Position: Q2 2026 in Review

FSM Wealth Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 2.9% in Q2 2026, buying an estimated $42.9K and bringing the position to 12,371 shares worth $1.58M. The position accounts for 0.17% of the portfolio, ranked #77.

FSM Wealth Advisors first reported a position in VONG in Q2 2022 and has held it in 17 quarters since. 950 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

FSM Wealth Advisors held 12,371 shares of Vanguard Russell 1000 Growth ETF worth $1.58M as of Q2 2026.
FSM Wealth Advisors bought 346 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $42.9K.
Vanguard Russell 1000 Growth ETF made up 0.17% of FSM Wealth Advisors's portfolio in Q2 2026, its #77 holding.
FSM Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
950 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.