Institute for Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Institute for Wealth Management’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	$1.7M	Hold	13,317	–	–	0.15%	133
2026 Q1	$1.46M	Sell	13,317 -109	-0.8%	-$12.7K	0.16%	146
2025 Q4	$1.63M	Sell	13,426 -1,020	-7%	-$124K	0.17%	125
2025 Q3	$1.74M	Sell	14,446 -43	-0.3%	-$4.93K	0.18%	121
2025 Q2	$1.58M	Hold	14,489	–	–	0.18%	120
2025 Q1	$1.34M	Buy	+14,489	New	+$1.47M	0.17%	132

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

Institute for Wealth Management's VONG Position: Q2 2026 in Review

Institute for Wealth Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 13,317 shares worth $1.7M. The position accounts for 0.15% of the portfolio, ranked #133.

Institute for Wealth Management first reported a position in VONG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.74M in Q3 2025. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Institute for Wealth Management held 13,317 shares of Vanguard Russell 1000 Growth ETF worth $1.7M as of Q2 2026.
Institute for Wealth Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Growth ETF made up 0.15% of Institute for Wealth Management's portfolio in Q2 2026, its #133 holding.
Institute for Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Institute for Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $1.74M in Q3 2025.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.