BFC Planning, Inc.’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

BFC Planning, Inc.’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	$15.1M	Buy	118,444 +1,978	+2%	+$245K	0.62%	26
2026 Q1	$12.8M	Sell	116,466 -74	-0.1%	-$8.65K	0.57%	26
2025 Q4	$14.2M	Buy	116,540 +1,355	+1%	+$165K	0.63%	23
2025 Q3	$13.9M	Buy	115,185 +502	+0.4%	+$57.5K	1%	13
2025 Q2	$12.5M	Sell	114,683 -1,533	-1%	-$151K	0.98%	13
2025 Q1	$10.8M	Sell	116,216 -1,787	-2%	-$182K	0.95%	15
2024 Q4	$12.2M	Buy	+118,003	New	+$11.9M	1.01%	15

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

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

BFC Planning, Inc.'s VONG Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 1.7% in Q2 2026, buying an estimated $245K and bringing the position to 118,444 shares worth $15.1M. The position accounts for 0.62% of the portfolio, ranked #26.

BFC Planning, Inc. first reported a position in VONG in Q4 2024 and has held it in 7 quarters since. 959 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

BFC Planning, Inc. held 118,444 shares of Vanguard Russell 1000 Growth ETF worth $15.1M as of Q2 2026.
BFC Planning, Inc. bought 1,978 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $245K.
Vanguard Russell 1000 Growth ETF made up 0.62% of BFC Planning, Inc.'s portfolio in Q2 2026, its #26 holding.
BFC Planning, Inc. first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
959 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.