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GoalVest Advisory’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

GoalVest Advisory’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 		$293K Hold
2,293
– – 0.05% 106
2026
Q1 		$252K Hold
2,293
– – 0.05% 130
2025
Q4 		$279K Buy
+2,293
New +$280K 0.05% 127
2024
Q4 		– Sell
-195
Closed -$18.8K – 436
2024
Q3 		$18.8K Buy
+195
New +$18.2K 0.01% 270
2023
Q4 		– Sell
-307
Closed -$21K – 499
2023
Q3 		$21K Buy
+307
New +$21.8K 0.01% 213
2023
Q2 		– Sell
-50
Closed -$3.15K – 414
2023
Q1 		$3.15K Buy
+50
New +$2.96K ﹤0.01% 214
2022
Q4 		– Sell
-56
Closed -$3K – 271
2022
Q3 		$3K Buy
+56
New +$3.39K ﹤0.01% 222
2022
Q2 		– Sell
-84
Closed -$6K – 539
2022
Q1 		$6K Buy
+84
New +$5.9K ﹤0.01% 268

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

GoalVest Advisory's VONG Position: Q2 2026 in Review

GoalVest Advisory held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 2,293 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #106.

GoalVest Advisory first reported a position in VONG in Q1 2022 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • GoalVest Advisory held 2,293 shares of Vanguard Russell 1000 Growth ETF worth $293K as of Q2 2026.
  • GoalVest Advisory left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.05% of GoalVest Advisory's portfolio in Q2 2026, its #106 holding.
  • GoalVest Advisory first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and has held it in 8 quarters since.
  • 151 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.