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Highland Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Highland Financial 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
Q2 		$38.3M Buy
299,639
+52,805
+21% +$6.55M 8.42% 5
2026
Q1 		$27.1M Buy
246,834
+18,872
+8% +$2.21M 7.15% 5
2025
Q4 		$27.8M Sell
227,962
-954
-0.4% -$116K 7.7% 5
2025
Q3 		$27.6M Buy
228,916
+6,089
+3% +$698K 7.91% 5
2025
Q2 		$24.3M Buy
222,827
+3,129
+1% +$308K 7.81% 5
2025
Q1 		$20.4M Buy
219,698
+3,181
+1% +$323K 7.29% 6
2024
Q4 		$22.4M Sell
216,517
-1,736
-0.8% -$176K 7.75% 5
2024
Q3 		$21.1M Sell
218,253
-19,946
-8% -$1.86M 7.49% 5
2024
Q2 		$22.3M Sell
238,199
-20,741
-8% -$1.82M 8.31% 4
2024
Q1 		$22.4M Buy
258,940
+1,957
+0.8% +$162K 8.98% 3
2023
Q4 		$20.1M Buy
256,983
+19,720
+8% +$1.44M 8.72% 3
2023
Q3 		$16.2M Buy
237,263
+18,033
+8% +$1.28M 8.41% 3
2023
Q2 		$15.5M Buy
219,230
+71,437
+48% +$4.68M 8% 5
2023
Q1 		$9.29M Sell
147,793
-23,846
-14% -$1.41M 5.05% 6
2022
Q4 		$9.46M Sell
171,639
-34,518
-17% -$1.95M 5.57% 5
2022
Q3 		$11.2M Sell
206,157
-12,544
-6% -$759K 7.76% 3
2022
Q2 		$12.3M Buy
+218,701
New +$13.5M 8.43% 3

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

Highland Financial Advisors's VONG Position: Q2 2026 in Review

Highland Financial Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 21% in Q2 2026, buying an estimated $6.55M and bringing the position to 299,639 shares worth $38.3M. The position accounts for 8.42% of the portfolio, ranked #5.

Highland Financial Advisors first reported a position in VONG in Q2 2022 and has held it in 17 quarters since. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Highland Financial Advisors held 299,639 shares of Vanguard Russell 1000 Growth ETF worth $38.3M as of Q2 2026.
  • Highland Financial Advisors bought 52,805 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.55M.
  • Vanguard Russell 1000 Growth ETF made up 8.42% of Highland Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Highland Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.