Fulcrum Equity Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Fulcrum Equity 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	–	Sell	-2,891	Closed	-$352K	–	152
2025 Q4	$352K	Buy	2,891 +16	+0.6%	+$1.95K	0.34%	72
2025 Q3	$346K	Buy	2,875 +56	+2%	+$6.42K	0.35%	65
2025 Q2	$308K	Buy	+2,819	New	+$277K	0.32%	71
2025 Q1	–	Sell	-6,161	Closed	-$636K	–	123
2024 Q4	$636K	Buy	+6,161	New	+$624K	0.63%	53
2023 Q4	–	Sell	-11,767	Closed	-$805K	–	114
2023 Q3	$805K	Buy	+11,767	New	+$836K	0.94%	30
2022 Q2	–	Sell	-4,297	Closed	-$307K	–	119
2022 Q1	$307K	Buy	+4,297	New	+$302K	0.18%	80

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

Fulcrum Equity Management's VONG Position: Q1 2026 in Review

Fulcrum Equity Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026, closing a stake of 2,891 shares — an estimated $352K sold.

Fulcrum Equity Management first reported a position in VONG in Q1 2022 and held it in 6 quarters. The position peaked at $805K in Q3 2023. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Fulcrum Equity Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Fulcrum Equity Management sold 2,891 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $352K.
Fulcrum Equity Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and held it in 6 quarters.
Fulcrum Equity Management's Vanguard Russell 1000 Growth ETF position peaked at $805K in Q3 2023.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Fulcrum Equity Management's 13F filing for Q1 2026, filed 2 Apr 2026.