Legacy Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Legacy Financial 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 Q1	$4.29M	Sell	39,079 -2,733	-7%	-$319K	0.6%	27
2025 Q4	$5.09M	Sell	41,812 -1,771	-4%	-$216K	0.7%	23
2025 Q3	$5.25M	Sell	43,583 -2,714	-6%	-$311K	0.72%	24
2025 Q2	$5.06M	Buy	46,297 +945	+2%	+$93K	0.79%	22
2025 Q1	$4.21M	Sell	45,352 -4,179	-8%	-$424K	0.7%	21
2024 Q4	$5.12M	Sell	49,531 -1,878	-4%	-$190K	0.85%	21
2024 Q3	$4.96M	Sell	51,409 -1,916	-4%	-$179K	0.83%	21
2024 Q2	$5M	Sell	53,325 -2,603	-5%	-$229K	0.89%	20
2024 Q1	$4.85M	Sell	55,928 -4,527	-7%	-$375K	0.87%	21
2023 Q4	$4.72M	Sell	60,455 -5,886	-9%	-$428K	0.91%	19
2023 Q3	$4.54M	Sell	66,341 -4,047	-6%	-$287K	0.91%	17
2023 Q2	$4.98M	Sell	70,388 -185,504	-72%	-$12.1M	0.93%	18
2023 Q1	$16.1M	Sell	255,892 -4,585	-2%	-$272K	3.29%	8
2022 Q4	$14.4M	Buy	260,477 +14,134	+6%	+$800K	3.09%	8
2022 Q3	$13.4M	Buy	246,343 +135,618	+122%	+$8.2M	3.19%	6
2022 Q2	$6.23M	Buy	+110,725	New	+$6.84M	1.55%	11

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Financial Advisors's VONG Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 6.5% in Q1 2026, selling an estimated $319K and leaving 39,079 shares worth $4.29M. The position accounts for 0.6% of the portfolio, ranked #27.

Legacy Financial Advisors first reported a position in VONG in Q2 2022 and has held it in 16 quarters since. The position peaked at $16.1M in Q1 2023. 862 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Legacy Financial Advisors held 39,079 shares of Vanguard Russell 1000 Growth ETF worth $4.29M as of Q1 2026.
Legacy Financial Advisors sold 2,733 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $319K.
Vanguard Russell 1000 Growth ETF made up 0.6% of Legacy Financial Advisors's portfolio in Q1 2026, its #27 holding.
Legacy Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
Legacy Financial Advisors's Vanguard Russell 1000 Growth ETF position peaked at $16.1M in Q1 2023.
862 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.