JMG Financial Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

JMG Financial Group’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 Q1	$530K	Buy	4,836 +1,147	+31%	+$134K	0.01%	88
2025 Q4	$449K	Hold	3,689	–	–	0.01%	94
2025 Q3	$444K	Hold	3,689	–	–	0.01%	94
2025 Q2	$403K	Hold	3,689	–	–	0.01%	97
2025 Q1	$342K	Hold	3,689	–	–	0.01%	100
2024 Q4	$381K	Hold	3,689	–	–	0.01%	94
2024 Q3	$356K	Hold	3,689	–	–	0.01%	97
2024 Q2	$346K	Sell	3,689 -357	-9%	-$31.4K	0.01%	98
2024 Q1	$351K	Hold	4,046	–	–	0.01%	100
2023 Q4	$316K	Sell	4,046 -360	-8%	-$26.2K	0.01%	101
2023 Q3	$302K	Hold	4,406	–	–	0.01%	94
2023 Q2	$312K	Hold	4,406	–	–	0.01%	96
2023 Q1	$277K	Hold	4,406	–	–	0.01%	99
2022 Q4	$243K	Hold	4,406	–	–	0.01%	97
2022 Q3	$239K	Hold	4,406	–	–	0.02%	86
2022 Q2	$248K	Hold	4,406	–	–	0.02%	87
2022 Q1	$314K	Hold	4,406	–	–	0.02%	73
2021 Q4	$346K	Hold	4,406	–	–	0.02%	70
2021 Q3	$310K	Hold	4,406	–	–	0.02%	72
2021 Q2	$308K	Sell	4,406 -2	-0%	-$133	0.02%	71
2021 Q1	$275K	Hold	4,408	–	–	0.02%	72
2020 Q4	$273K	Buy	+4,408	New	+$258K	0.02%	66

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JMG Financial Group's VONG Position: Q1 2026 in Review

JMG Financial Group increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 31% in Q1 2026, buying an estimated $134K and bringing the position to 4,836 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #88.

JMG Financial Group first reported a position in VONG in Q4 2020 and has held it in 22 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

JMG Financial Group held 4,836 shares of Vanguard Russell 1000 Growth ETF worth $530K as of Q1 2026.
JMG Financial Group bought 1,147 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $134K.
Vanguard Russell 1000 Growth ETF made up 0.01% of JMG Financial Group's portfolio in Q1 2026, its #88 holding.
JMG Financial Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.