KWA
VONG icon

Kingswood Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Kingswood 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 		$3.42M Buy
26,794
+185
+0.7% +$23K 0.14% 167
2026
Q1 		$2.92M Sell
26,609
-401
-1% -$46.9K 0.14% 171
2025
Q4 		$3.29M Buy
27,010
+15,814
+141% +$1.93M 0.16% 147
2025
Q3 		$1.35M Buy
11,196
+1,432
+15% +$164K 0.08% 255
2025
Q2 		$1.07M Buy
9,764
+1,089
+13% +$107K 0.08% 254
2025
Q1 		$805K Sell
8,675
-2,109
-20% -$214K 0.07% 295
2024
Q4 		$1.11M Buy
10,784
+5,245
+95% +$531K 0.08% 244
2024
Q3 		$535K Sell
5,539
-2,844
-34% -$265K 0.04% 441
2024
Q2 		$786K Sell
8,383
-406
-5% -$35.7K 0.07% 285
2024
Q1 		$762K Buy
8,789
+4,735
+117% +$393K 0.09% 256
2023
Q4 		$316K Buy
+4,054
New +$295K 0.04% 456

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.7% in Q2 2026, buying an estimated $23K and bringing the position to 26,794 shares worth $3.42M. The position accounts for 0.14% of the portfolio, ranked #167.

Kingswood Wealth Advisors first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. 950 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Kingswood Wealth Advisors held 26,794 shares of Vanguard Russell 1000 Growth ETF worth $3.42M as of Q2 2026.
  • Kingswood Wealth Advisors bought 185 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $23K.
  • Vanguard Russell 1000 Growth ETF made up 0.14% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #167 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 950 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.