Guardian Wealth Advisors (North Carolina)’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$6.85M	Buy	53,629 +1,045	+2%	+$130K	0.38%	46
2026 Q1	$5.77M	Buy	52,584 +1,644	+3%	+$192K	0.36%	48
2025 Q4	$6.2M	Buy	50,940 +76	+0.1%	+$9.27K	0.39%	44
2025 Q3	$6.13M	Buy	50,864 +526	+1%	+$60.3K	0.4%	47
2025 Q2	$5.5M	Buy	50,338 +1,314	+3%	+$129K	0.39%	47
2025 Q1	$4.55M	Buy	49,024 +1,332	+3%	+$135K	0.36%	47
2024 Q4	$4.93M	Buy	+47,692	New	+$4.83M	0.39%	46

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

Guardian Wealth Advisors (North Carolina)'s VONG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 2% in Q2 2026, buying an estimated $130K and bringing the position to 53,629 shares worth $6.85M. The position accounts for 0.38% of the portfolio, ranked #46.

Guardian Wealth Advisors (North Carolina) first reported a position in VONG in Q4 2024 and has held it in 7 quarters since. 951 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 53,629 shares of Vanguard Russell 1000 Growth ETF worth $6.85M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 1,045 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $130K.
Vanguard Russell 1000 Growth ETF made up 0.38% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #46 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
951 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.