Joel Isaacson & Co’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Joel Isaacson & Co’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	$18.3M	Buy	143,489 +3,195	+2%	+$396K	0.53%	30
2026 Q1	$15.4M	Buy	140,294 +4,797	+4%	+$560K	0.51%	31
2025 Q4	$16.5M	Buy	135,497 +1,397	+1%	+$170K	0.54%	29
2025 Q3	$16.2M	Buy	134,100 +2,309	+2%	+$265K	0.58%	27
2025 Q2	$14.4M	Buy	131,791 +4,210	+3%	+$414K	0.59%	27
2025 Q1	$11.8M	Buy	127,581 +11,018	+9%	+$1.12M	0.54%	28
2024 Q4	$12M	Buy	116,563 +7,210	+7%	+$730K	0.54%	26
2024 Q3	$10.6M	Buy	109,353 +6,160	+6%	+$575K	0.5%	27
2024 Q2	$9.68M	Buy	103,193 +14,919	+17%	+$1.31M	0.51%	25
2024 Q1	$7.65M	Buy	88,274 +8,734	+11%	+$724K	0.42%	31
2023 Q4	$6.21M	Buy	79,540 +2,349	+3%	+$171K	0.38%	32
2023 Q3	$5.28M	Buy	77,191 +1,488	+2%	+$106K	0.36%	34
2023 Q2	$5.36M	Buy	75,703 +14,722	+24%	+$964K	0.36%	33
2023 Q1	$3.84M	Buy	60,981 +2,036	+3%	+$121K	0.28%	40
2022 Q4	$3.25M	Buy	58,945 +51,377	+679%	+$2.91M	0.25%	45
2022 Q3	$410K	Buy	7,568 +2,551	+51%	+$154K	0.04%	185
2022 Q2	$282K	Sell	5,017 -3,169	-39%	-$196K	0.02%	244
2022 Q1	$551K	Buy	+8,186	New	+$575K	0.04%	170

Other funds holding VONG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Joel Isaacson & Co's VONG Position: Q2 2026 in Review

Joel Isaacson & Co increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 2.3% in Q2 2026, buying an estimated $396K and bringing the position to 143,489 shares worth $18.3M. The position accounts for 0.53% of the portfolio, ranked #30.

Joel Isaacson & Co first reported a position in VONG in Q1 2022 and has held it in 18 quarters since. 620 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Joel Isaacson & Co held 143,489 shares of Vanguard Russell 1000 Growth ETF worth $18.3M as of Q2 2026.
Joel Isaacson & Co bought 3,195 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $396K.
Vanguard Russell 1000 Growth ETF made up 0.53% of Joel Isaacson & Co's portfolio in Q2 2026, its #30 holding.
Joel Isaacson & Co first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
620 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.