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Lewis Asset Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Lewis Asset 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 		$633K Sell
4,950
-39
-0.8% -$4.84K 0.22% 101
2026
Q1 		$547K Sell
4,989
-68
-1% -$7.95K 0.22% 105
2025
Q4 		$616K Sell
5,057
-33
-0.6% -$4.02K 0.25% 94
2025
Q3 		$613K Sell
5,090
-9
-0.2% -$1.03K 0.25% 91
2025
Q2 		$557K Sell
5,099
-344
-6% -$33.9K 0.26% 94
2025
Q1 		$505K Sell
5,443
-1,371
-20% -$139K 0.42% 64
2024
Q4 		$704K Buy
6,814
+9
+0.1% +$911 0.54% 45
2024
Q3 		$657K Sell
6,805
-1,304
-16% -$122K 0.48% 54
2024
Q2 		$761K Hold
8,109
– – 0.58% 38
2024
Q1 		$703K Buy
8,109
+15
+0.2% +$1.24K 0.58% 40
2023
Q4 		$632K Buy
+8,094
New +$589K 0.58% 41

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

Lewis Asset Management's VONG Position: Q2 2026 in Review

Lewis Asset Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.78% in Q2 2026, selling an estimated $4.84K and leaving 4,950 shares worth $633K. The position accounts for 0.22% of the portfolio, ranked #101.

Lewis Asset Management first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. The position peaked at $761K in Q2 2024. 426 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Lewis Asset Management held 4,950 shares of Vanguard Russell 1000 Growth ETF worth $633K as of Q2 2026.
  • Lewis Asset Management sold 39 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.84K.
  • Vanguard Russell 1000 Growth ETF made up 0.22% of Lewis Asset Management's portfolio in Q2 2026, its #101 holding.
  • Lewis Asset Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Lewis Asset Management's Vanguard Russell 1000 Growth ETF position peaked at $761K in Q2 2024.
  • 426 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.