Golden State Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Golden State Wealth Management’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	$55.9K	Buy	437 +1	+0.2%	+$124	0.01%	700
2026 Q1	$47.9K	Hold	436	–	–	0.01%	695
2025 Q4	$53.1K	Buy	436 +78	+22%	+$9.51K	0.01%	676
2025 Q3	$43.2K	Buy	358 +254	+244%	+$29.1K	﹤0.01%	714
2025 Q2	$11.4K	Hold	104	–	–	﹤0.01%	1049
2025 Q1	$9.71K	Hold	104	–	–	﹤0.01%	1006
2024 Q4	$10.8K	Buy	+104	New	+$10.5K	﹤0.01%	945
2020 Q2	–	Sell	-1,868	Closed	-$72K	–	921
2020 Q1	$72K	Buy	+1,868	New	+$82.8K	0.03%	298

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

Golden State Wealth Management's VONG Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.23% in Q2 2026, buying an estimated $124 and bringing the position to 437 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #700.

Golden State Wealth Management first reported a position in VONG in Q1 2020 and has held it in 8 quarters since. The position peaked at $72K in Q1 2020. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Golden State Wealth Management held 437 shares of Vanguard Russell 1000 Growth ETF worth $55.9K as of Q2 2026.
Golden State Wealth Management bought 1 Vanguard Russell 1000 Growth ETF share in Q2 2026, an estimated $124.
Vanguard Russell 1000 Growth ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #700 holding.
Golden State Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2020 and has held it in 8 quarters since.
Golden State Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $72K in Q1 2020.
956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.