JPL Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

JPL Wealth Management’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	$494K	Hold	3,863	–	–	0.1%	97
2026 Q1	$424K	Hold	3,863	–	–	0.1%	95
2025 Q4	$470K	Hold	3,863	–	–	0.11%	94
2025 Q3	$465K	Hold	3,863	–	–	0.11%	96
2025 Q2	$422K	Hold	3,863	–	–	0.11%	93
2025 Q1	$358K	Buy	+3,863	New	+$392K	0.1%	98

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

JPL Wealth Management's VONG Position: Q2 2026 in Review

JPL Wealth Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 3,863 shares worth $494K. The position accounts for 0.1% of the portfolio, ranked #97.

JPL Wealth Management first reported a position in VONG in Q1 2025 and has held it in 6 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

JPL Wealth Management held 3,863 shares of Vanguard Russell 1000 Growth ETF worth $494K as of Q2 2026.
JPL Wealth Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Growth ETF made up 0.1% of JPL Wealth Management's portfolio in Q2 2026, its #97 holding.
JPL Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.