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

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

JFS Wealth Advisors's VONG Position: Q2 2026 in Review

JFS Wealth Advisors held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 590 shares worth $75.3K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

JFS Wealth Advisors first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. The position peaked at $988K in Q1 2024. 951 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

JFS Wealth Advisors held 590 shares of Vanguard Russell 1000 Growth ETF worth $75.3K as of Q2 2026.
JFS Wealth Advisors left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #472 holding.
JFS Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
JFS Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $988K in Q1 2024.
951 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.