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Heritage Oak Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Heritage Oak Wealth Advisors’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
Q1 		– Sell
-12,065
Closed -$1.47M – 95
2025
Q4 		$1.47M Buy
+12,065
New +$1.47M 0.54% 27
2025
Q1 		– Sell
-5,610
Closed -$580K – 90
2024
Q4 		$580K Buy
+5,610
New +$568K 0.27% 40

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Oak Wealth Advisors's VONG Position: Q1 2026 in Review

Heritage Oak Wealth Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026, closing a stake of 12,065 shares — an estimated $1.47M sold.

Heritage Oak Wealth Advisors first reported a position in VONG in Q4 2024 and held it in 2 quarters. The position peaked at $1.47M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Heritage Oak Wealth Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 12,065 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.47M.
  • Heritage Oak Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Heritage Oak Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $1.47M in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.