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James Reed Financial Services’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

James Reed Financial Services’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 		$304K Sell
2,381
-69
-3% -$8.56K 0.23% 14
2026
Q1 		$269K Hold
2,450
– – 0.23% 15
2025
Q4 		$298K Sell
2,450
-50
-2% -$6.1K 0.24% 14
2025
Q3 		$301K Hold
2,500
– – 0.27% 14
2025
Q2 		$273K Hold
2,500
– – 0.25% 15
2025
Q1 		$232K Hold
2,500
– – 0.26% 15
2024
Q4 		$258K Buy
+2,500
New +$253K 0.27% 14

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

James Reed Financial Services's VONG Position: Q2 2026 in Review

James Reed Financial Services reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 2.8% in Q2 2026, selling an estimated $8.56K and leaving 2,381 shares worth $304K. The position accounts for 0.23% of the portfolio, ranked #14.

James Reed Financial Services first reported a position in VONG in Q4 2024 and has held it in 7 quarters since. 365 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • James Reed Financial Services held 2,381 shares of Vanguard Russell 1000 Growth ETF worth $304K as of Q2 2026.
  • James Reed Financial Services sold 69 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $8.56K.
  • Vanguard Russell 1000 Growth ETF made up 0.23% of James Reed Financial Services's portfolio in Q2 2026, its #14 holding.
  • James Reed Financial Services first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 365 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.