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

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

TCIIS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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. 955 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.
955 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.