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Lee-Kelleher Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Lee-Kelleher 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 		$982K Hold
7,687
– – 0.51% 25
2026
Q1 		$843K Sell
7,687
-137
-2% -$16K 0.5% 25
2025
Q4 		$953K Sell
7,824
-922
-11% -$112K 0.57% 23
2025
Q3 		$1.05M Sell
8,746
-1,387
-14% -$159K 0.65% 23
2025
Q2 		$1.11M Hold
10,133
– – 0.74% 22
2025
Q1 		$940K Sell
10,133
-385
-4% -$39.1K 0.69% 23
2024
Q4 		$1.09M Buy
+10,518
New +$1.07M 0.77% 20

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lee-Kelleher Wealth Management's VONG Position: Q2 2026 in Review

Lee-Kelleher Wealth Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 7,687 shares worth $982K. The position accounts for 0.51% of the portfolio, ranked #25.

Lee-Kelleher Wealth Management first reported a position in VONG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q2 2025. 208 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Lee-Kelleher Wealth Management held 7,687 shares of Vanguard Russell 1000 Growth ETF worth $982K as of Q2 2026.
  • Lee-Kelleher Wealth Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.51% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Lee-Kelleher Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Lee-Kelleher Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $1.11M in Q2 2025.
  • 208 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.