Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$308K	Hold	2,407	–	–	﹤0.01%	281
2026 Q1	$276K	Hold	2,407	–	–	﹤0.01%	289
2025 Q4	$294K	Hold	2,407	–	–	﹤0.01%	281
2025 Q3	$293K	Buy	2,407 +115	+5%	+$13.2K	﹤0.01%	286
2025 Q2	$250K	Hold	2,292	–	–	﹤0.01%	254
2025 Q1	$206K	Sell	2,292 -539	-19%	-$54.7K	﹤0.01%	265
2024 Q4	$294K	Sell	2,831 -292	-9%	-$29.6K	﹤0.01%	244
2024 Q3	$306K	Hold	3,123	–	–	﹤0.01%	236
2024 Q2	$303K	Sell	3,123 -210	-6%	-$18.5K	﹤0.01%	235
2024 Q1	$274K	Sell	3,333 -475	-12%	-$39.4K	﹤0.01%	245
2023 Q4	$304K	Sell	3,808 -1,300	-25%	-$94.6K	﹤0.01%	239
2023 Q3	$356K	Sell	5,108 -1,125	-18%	-$79.9K	﹤0.01%	225
2023 Q2	$441K	Hold	6,233	–	–	﹤0.01%	220
2023 Q1	$392K	Hold	6,233	–	–	﹤0.01%	219
2022 Q4	$344K	Hold	6,233	–	–	﹤0.01%	232
2022 Q3	$338K	Buy	6,233 +1,265	+25%	+$76.5K	﹤0.01%	235
2022 Q2	$280K	Hold	4,968	–	–	﹤0.01%	256
2022 Q1	$355K	Buy	+4,968	New	+$349K	﹤0.01%	239

Other funds holding VONG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VONG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 2,407 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VONG in Q1 2022 and has held it in 18 quarters since. The position peaked at $441K in Q2 2023. 620 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,407 shares of Vanguard Russell 1000 Growth ETF worth $308K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #281 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Russell 1000 Growth ETF position peaked at $441K in Q2 2023.
620 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.