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Heritage Wealth Management (Ohio)’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Heritage Wealth Management (Ohio)’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 		$299K Hold
2,340
– – 0.07% 225
2026
Q1 		$257K Hold
2,340
– – 0.13% 137
2025
Q4 		$285K Hold
2,340
– – 0.08% 205
2025
Q3 		$282K Hold
2,340
– – 0.08% 197
2025
Q2 		$256K Buy
+2,340
New +$230K 0.08% 202

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

Heritage Wealth Management (Ohio)'s VONG Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 2,340 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #225.

Heritage Wealth Management (Ohio) first reported a position in VONG in Q2 2025 and has held it in 5 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 2,340 shares of Vanguard Russell 1000 Growth ETF worth $299K as of Q2 2026.
  • Heritage Wealth Management (Ohio) left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.07% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #225 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.