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

HB 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 		$21.7M Sell
169,616
-1,229
-0.7% -$153K 0.12% 98
2026
Q1 		$18.7M Buy
170,845
+1,517
+0.9% +$177K 0.12% 96
2025
Q4 		$20.6M Buy
169,328
+143
+0.1% +$17.4K 0.13% 87
2025
Q3 		$20.4M Buy
169,185
+21,514
+15% +$2.47M 0.14% 83
2025
Q2 		$16.1M Sell
147,671
-20,889
-12% -$2.06M 0.13% 89
2025
Q1 		$15.6M Buy
168,560
+1,437
+0.9% +$146K 0.13% 90
2024
Q4 		$17.3M Buy
167,123
+214
+0.1% +$21.7K 0.18% 62
2024
Q3 		$16.1M Buy
166,909
+416
+0.2% +$38.8K 0.17% 66
2024
Q2 		$15.6M Buy
166,493
+6,500
+4% +$571K 0.18% 60
2024
Q1 		$13.9M Buy
159,993
+1,722
+1% +$143K 0.17% 64
2023
Q4 		$12.3M Buy
158,271
+137,283
+654% +$9.99M 0.18% 66
2023
Q3 		$1.44M Sell
20,988
-29
-0.1% -$2.06K 0.02% 255
2023
Q2 		$1.49M Buy
21,017
+29
+0.1% +$1.9K 0.02% 243
2023
Q1 		$1.32M Sell
20,988
-230
-1% -$13.6K 0.02% 249
2022
Q4 		$1.17M Buy
+21,218
New +$1.2M 0.02% 261

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HB Wealth Management's VONG Position: Q2 2026 in Review

HB Wealth Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.72% in Q2 2026, selling an estimated $153K and leaving 169,616 shares worth $21.7M. The position accounts for 0.12% of the portfolio, ranked #98.

HB Wealth Management first reported a position in VONG in Q4 2022 and has held it in 15 quarters since. 950 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • HB Wealth Management held 169,616 shares of Vanguard Russell 1000 Growth ETF worth $21.7M as of Q2 2026.
  • HB Wealth Management sold 1,229 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $153K.
  • Vanguard Russell 1000 Growth ETF made up 0.12% of HB Wealth Management's portfolio in Q2 2026, its #98 holding.
  • HB Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 950 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.