HFA
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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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 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. 203 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.
  • 203 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.