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Independent Advisor Alliance’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Independent Advisor Alliance’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 		$690K Sell
5,402
-6,916
-56% -$858K 0.02% 564
2026
Q1 		$1.35M Buy
12,318
+6,300
+105% +$736K 0.01% 692
2025
Q4 		$733K Hold
6,018
– – 0.02% 551
2025
Q3 		$725K Hold
6,018
– – 0.02% 524
2025
Q2 		$657K Buy
6,018
+300
+5% +$29.5K 0.02% 508
2025
Q1 		$531K Sell
5,718
-18,624
-77% -$1.89M 0.02% 509
2024
Q4 		$2.51M Buy
24,342
+21,999
+939% +$2.23M 0.03% 452
2024
Q3 		$226K Hold
2,343
– – 0.01% 631
2024
Q2 		$220K Hold
2,343
– – 0.01% 654
2024
Q1 		$203K Buy
+2,343
New +$194K 0.01% 657
2020
Q1 		– Sell
-52,964
Closed -$2.4M – 855
2019
Q4 		$2.4M Buy
+52,964
New +$2.27M 0.1% 208

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 22.9% 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

Independent Advisor Alliance's VONG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 56% in Q2 2026, selling an estimated $858K and leaving 5,402 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #564.

Independent Advisor Alliance first reported a position in VONG in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.51M in Q4 2024. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Independent Advisor Alliance held 5,402 shares of Vanguard Russell 1000 Growth ETF worth $690K as of Q2 2026.
  • Independent Advisor Alliance sold 6,916 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $858K.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #564 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and has held it in 11 quarters since.
  • Independent Advisor Alliance's Vanguard Russell 1000 Growth ETF position peaked at $2.51M in Q4 2024.
  • 958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.