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Gentry Private Wealth’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Gentry Private Wealth’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 		$252K Hold
2,293
– – 0.15% 84
2025
Q4 		$279K Hold
2,293
– – 0.18% 83
2025
Q3 		$276K Hold
2,293
– – 0.19% 79
2025
Q2 		$250K Hold
2,293
– – 0.19% 79
2025
Q1 		$213K Hold
2,293
– – 0.18% 83
2024
Q4 		$237K Buy
2,293
+93
+4% +$9.42K 0.99% 28
2024
Q3 		$212K Hold
2,200
– – 0.17% 82
2024
Q2 		$206K Buy
+2,200
New +$193K 0.18% 75

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

Gentry Private Wealth's VONG Position: Q1 2026 in Review

Gentry Private Wealth held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q1 2026 at 2,293 shares worth $252K. The position accounts for 0.15% of the portfolio, ranked #84.

Gentry Private Wealth first reported a position in VONG in Q2 2024 and has held it in 8 quarters since. The position peaked at $279K in Q4 2025. 861 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Gentry Private Wealth held 2,293 shares of Vanguard Russell 1000 Growth ETF worth $252K as of Q1 2026.
  • Gentry Private Wealth left its Vanguard Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.15% of Gentry Private Wealth's portfolio in Q1 2026, its #84 holding.
  • Gentry Private Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • Gentry Private Wealth's Vanguard Russell 1000 Growth ETF position peaked at $279K in Q4 2025.
  • 861 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.