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Gen-Wealth Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Gen-Wealth Partners’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 		$173K Hold
1,578
– – 0.05% 259
2025
Q4 		$192K Hold
1,578
– – 0.06% 264
2025
Q3 		$190K Hold
1,578
– – 0.06% 249
2025
Q2 		$172K Sell
1,578
-285
-15% -$28.1K 0.07% 236
2025
Q1 		$173K Sell
1,863
-37
-2% -$3.76K 0.07% 224
2024
Q4 		$196K Hold
1,900
– – 0.08% 212
2024
Q3 		$188K Sell
1,900
-183
-9% -$17.1K 0.08% 222
2024
Q2 		$195K Hold
2,083
– – 0.09% 211
2024
Q1 		$181K Buy
+2,083
New +$173K 0.09% 216

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

Gen-Wealth Partners's VONG Position: Q1 2026 in Review

Gen-Wealth Partners held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q1 2026 at 1,578 shares worth $173K. The position accounts for 0.05% of the portfolio, ranked #259.

Gen-Wealth Partners first reported a position in VONG in Q1 2024 and has held it in 9 quarters since. The position peaked at $196K in Q4 2024. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Gen-Wealth Partners held 1,578 shares of Vanguard Russell 1000 Growth ETF worth $173K as of Q1 2026.
  • Gen-Wealth Partners left its Vanguard Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.05% of Gen-Wealth Partners's portfolio in Q1 2026, its #259 holding.
  • Gen-Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Vanguard Russell 1000 Growth ETF position peaked at $196K in Q4 2024.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.