HFA
VONG icon

Hershey Financial Advisers’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Hershey Financial Advisers’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 		$2.22M Buy
+17,405
New +$2.16M 1.6% 20
2025
Q3 		– Sell
-19,478
Closed -$2.13M – 99
2025
Q2 		$2.13M Buy
+19,478
New +$1.92M 1.9% 14
2024
Q4 		$525K Buy
+5,087
New +$515K 0.46% 52
2024
Q2 		$1.24M Buy
+13,270
New +$1.17M 1.12% 24

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

Hershey Financial Advisers's VONG Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026: 17,405 shares worth $2.22M. The stake represents 1.6% of the portfolio and ranks #20 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in VONG as recently as Q2 2025.

Hershey Financial Advisers first reported a position in VONG in Q2 2024 and has held it in 4 quarters since. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Hershey Financial Advisers held 17,405 shares of Vanguard Russell 1000 Growth ETF worth $2.22M as of Q2 2026.
  • Vanguard Russell 1000 Growth ETF was a new Hershey Financial Advisers position in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 1.6% of Hershey Financial Advisers's portfolio in Q2 2026, its #20 holding.
  • Hershey Financial Advisers first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • 956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.