JFS Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

JFS Wealth 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	$75.3K	Hold	590	–	–	﹤0.01%	472
2026 Q1	$64.7K	Hold	590	–	–	﹤0.01%	470
2025 Q4	$71.8K	Sell	590 -5	-0.8%	-$610	﹤0.01%	458
2025 Q3	$71.6K	Buy	595 +5	+0.8%	+$573	﹤0.01%	450
2025 Q2	$64.4K	Sell	590 -327	-36%	-$32.2K	﹤0.01%	436
2025 Q1	$85K	Buy	917 +327	+55%	+$33.2K	0.01%	387
2024 Q4	$60.9K	Hold	590	–	–	﹤0.01%	427
2024 Q3	$57K	Hold	590	–	–	﹤0.01%	442
2024 Q2	$55.4K	Sell	590 -10,805	-95%	-$950K	﹤0.01%	399
2024 Q1	$988K	Buy	11,395 +11,316	+14,324%	+$939K	0.08%	117
2023 Q4	$6.16K	Buy	+79	New	+$5.75K	﹤0.01%	971

Other funds holding VONG

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return