HM Payson & Co’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

HM Payson & Co’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	$238K	Hold	1,865	–	–	﹤0.01%	420
2026 Q1	$205K	Hold	1,865	–	–	﹤0.01%	433
2025 Q4	$227K	Hold	1,865	–	–	﹤0.01%	402
2025 Q3	$225K	Hold	1,865	–	–	﹤0.01%	408
2025 Q2	$204K	Hold	1,865	–	–	﹤0.01%	417
2025 Q1	$173K	Hold	1,865	–	–	﹤0.01%	436
2024 Q4	$193K	Hold	1,865	–	–	﹤0.01%	429
2024 Q3	$180K	Hold	1,865	–	–	﹤0.01%	435
2024 Q2	$175K	Hold	1,865	–	–	﹤0.01%	420
2024 Q1	$162K	Hold	1,865	–	–	﹤0.01%	439
2023 Q4	$146K	Hold	1,865	–	–	﹤0.01%	433
2023 Q3	$128K	Hold	1,865	–	–	﹤0.01%	443
2023 Q2	$132K	Hold	1,865	–	–	﹤0.01%	432
2023 Q1	$117K	Buy	+1,865	New	+$111K	﹤0.01%	448
2021 Q2	–	Sell	-11,964	Closed	-$748K	–	1182
2021 Q1	$748K	Hold	11,964	–	–	0.02%	233
2020 Q4	$741K	Hold	11,964	–	–	0.02%	233
2020 Q3	$667K	Buy	+11,964	New	+$648K	0.02%	227

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HM Payson & Co's VONG Position: Q2 2026 in Review

HM Payson & Co held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 1,865 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

HM Payson & Co first reported a position in VONG in Q3 2020 and has held it in 17 quarters since. The position peaked at $748K in Q1 2021. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

HM Payson & Co held 1,865 shares of Vanguard Russell 1000 Growth ETF worth $238K as of Q2 2026.
HM Payson & Co left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #420 holding.
HM Payson & Co first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2020 and has held it in 17 quarters since.
HM Payson & Co's Vanguard Russell 1000 Growth ETF position peaked at $748K in Q1 2021.
956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.