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

Level 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 Q2	$580K	Sell	4,539 -35	-0.8%	-$4.34K	0.13%	63
2026 Q1	$502K	Buy	4,574 +2,511	+122%	+$293K	0.13%	63
2025 Q4	$251K	Sell	2,063 -27	-1%	-$3.29K	0.07%	84
2025 Q3	$252K	Sell	2,090 -184	-8%	-$21.1K	0.07%	86
2025 Q2	$248K	Buy	+2,274	New	+$224K	0.08%	82
2022 Q4	–	Sell	-3,988	Closed	-$216K	–	302
2022 Q3	$216K	Buy	3,988 +948	+31%	+$57.3K	0.16%	49
2022 Q2	$171K	Buy	+3,040	New	+$188K	0.13%	50

Other funds holding VONG

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return