Linscomb Wealth’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Linscomb Wealth’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	$3.81M	Sell	34,779 -3,751	-10%	-$438K	0.17%	108
2025 Q4	$4.69M	Sell	38,530 -1,273	-3%	-$155K	0.2%	104
2025 Q3	$4.8M	Sell	39,803 -3,663	-8%	-$420K	0.21%	101
2025 Q2	$4.75M	Sell	43,466 -1,148	-3%	-$113K	0.22%	98
2025 Q1	$4.14M	Sell	44,614 -3,276	-7%	-$333K	0.21%	100
2024 Q4	$4.95M	Sell	47,890 -3,107	-6%	-$315K	0.25%	91
2024 Q3	$4.92M	Sell	50,997 -3,991	-7%	-$372K	0.24%	90
2024 Q2	$5.16M	Sell	54,988 -4,057	-7%	-$357K	0.27%	86
2024 Q1	$5.12M	Sell	59,045 -3,406	-5%	-$283K	0.26%	87
2023 Q4	$4.87M	Sell	62,451 -3,924	-6%	-$286K	0.27%	84
2023 Q3	$4.54M	Sell	66,375 -2,830	-4%	-$201K	0.27%	86
2023 Q2	$4.9M	Sell	69,205 -3,451	-5%	-$226K	0.26%	83
2023 Q1	$4.57M	Sell	72,656 -140	-0.2%	-$8.3K	0.24%	91
2022 Q4	$4.01M	Buy	+72,796	New	+$4.12M	0.2%	93

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

Linscomb Wealth's VONG Position: Q1 2026 in Review

Linscomb Wealth reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 9.7% in Q1 2026, selling an estimated $438K and leaving 34,779 shares worth $3.81M. The position accounts for 0.17% of the portfolio, ranked #108.

Linscomb Wealth first reported a position in VONG in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.16M in Q2 2024. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Linscomb Wealth held 34,779 shares of Vanguard Russell 1000 Growth ETF worth $3.81M as of Q1 2026.
Linscomb Wealth sold 3,751 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $438K.
Vanguard Russell 1000 Growth ETF made up 0.17% of Linscomb Wealth's portfolio in Q1 2026, its #108 holding.
Linscomb Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Linscomb Wealth's Vanguard Russell 1000 Growth ETF position peaked at $5.16M in Q2 2024.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.