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

Lifeworks 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
Q3 		$275K Buy
+2,134
New +$269K 0.03% 310
2025
Q1 		– Sell
-3,012
Closed -$311K – 340
2024
Q4 		$311K Buy
+3,012
New +$305K 0.06% 231

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lifeworks Advisors's VONG Position: Q3 2026 in Review

Lifeworks Advisors opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q3 2026: 2,134 shares worth $275K. The stake represents 0.03% of the portfolio and ranks #310 among its holdings. This is a return to the name: Lifeworks Advisors previously reported a position in VONG as recently as Q4 2024.

Lifeworks Advisors first reported a position in VONG in Q4 2024 and has held it in 2 quarters since. The position peaked at $311K in Q4 2024. 849 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Lifeworks Advisors held 2,134 shares of Vanguard Russell 1000 Growth ETF worth $275K as of Q3 2026.
  • Vanguard Russell 1000 Growth ETF was a new Lifeworks Advisors position in Q3 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.03% of Lifeworks Advisors's portfolio in Q3 2026, its #310 holding.
  • Lifeworks Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • Lifeworks Advisors's Vanguard Russell 1000 Growth ETF position peaked at $311K in Q4 2024.
  • 849 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Lifeworks Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.