Key Client Fiduciary Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Key Client Fiduciary 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	$1.06M	Buy	8,312 +8	+0.1%	+$993	0.31%	65
2026 Q1	$911K	Buy	8,304 +8	+0.1%	+$935	0.31%	67
2025 Q4	$1.01M	Sell	8,296 -83	-1%	-$10.1K	0.34%	61
2025 Q3	$1.01M	Buy	8,379 +226	+3%	+$25.9K	0.33%	60
2025 Q2	$890K	Buy	8,153 +78	+1%	+$7.68K	0.36%	63
2025 Q1	$749K	Sell	8,075 -274	-3%	-$27.8K	0.34%	66
2024 Q4	$862K	Buy	8,349 +392	+5%	+$39.7K	0.38%	61
2024 Q3	$768K	Buy	7,957 +918	+13%	+$85.7K	0.34%	68
2024 Q2	$660K	Buy	7,039 +1,817	+35%	+$160K	0.33%	70
2024 Q1	$453K	Buy	+5,222	New	+$433K	0.24%	106

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

Key Client Fiduciary Advisors's VONG Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.1% in Q2 2026, buying an estimated $993 and bringing the position to 8,312 shares worth $1.06M. The position accounts for 0.31% of the portfolio, ranked #65.

Key Client Fiduciary Advisors first reported a position in VONG in Q1 2024 and has held it in 10 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Key Client Fiduciary Advisors held 8,312 shares of Vanguard Russell 1000 Growth ETF worth $1.06M as of Q2 2026.
Key Client Fiduciary Advisors bought 8 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $993.
Vanguard Russell 1000 Growth ETF made up 0.31% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #65 holding.
Key Client Fiduciary Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.