LL
VONG icon

LPWM LLC’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

LPWM LLC’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 		$87.2M Buy
682,435
+21,882
+3% +$2.72M 19.35% 1
2026
Q1 		$72.5M Buy
660,553
+840
+0.1% +$98.1K 18.28% 1
2025
Q4 		$80.3M Buy
659,713
+15,390
+2% +$1.88M 20.26% 1
2025
Q3 		$77.6M Buy
644,323
+14,366
+2% +$1.65M 20.71% 1
2025
Q2 		$68.8M Buy
629,957
+19,916
+3% +$1.96M 20.07% 1
2025
Q1 		$56.6M Sell
610,041
-10,084
-2% -$1.02M 18.23% 1
2024
Q4 		$64.1M Sell
620,125
-51,546
-8% -$5.22M 20.58% 1
2024
Q3 		$64.1M Buy
671,671
+8,029
+1% +$749K 20.98% 1
2024
Q2 		$64.6M Buy
663,642
+4,134
+0.6% +$363K 22.31% 1
2024
Q1 		$56.5M Buy
659,508
+4,663
+0.7% +$387K 20.73% 1
2023
Q4 		$49.7M Buy
654,845
+20,735
+3% +$1.51M 19.64% 1
2023
Q3 		$43.8M Buy
634,110
+8,711
+1% +$619K 19.68% 1
2023
Q2 		$44.3M Sell
625,399
-38,468
-6% -$2.52M 19.53% 1
2023
Q1 		$41.8M Buy
663,867
+13,866
+2% +$822K 20.07% 1
2022
Q4 		$36.4M Buy
650,001
+17,531
+3% +$992K 19.57% 2
2022
Q3 		$34.3M Buy
632,470
+6,956
+1% +$421K 20.43% 1
2022
Q2 		$36.9M Buy
625,514
+50,892
+9% +$3.14M 20.56% 1
2022
Q1 		$40.3M Sell
574,622
-11,551
-2% -$811K 20.05% 1
2021
Q4 		$46M Buy
586,173
+13,012
+2% +$992K 24.42% 1
2021
Q3 		$40.8M Buy
573,161
+10,830
+2% +$788K 24.25% 1
2021
Q2 		$40.2M Buy
562,331
+20,435
+4% +$1.36M 24.13% 1
2021
Q1 		$34.4M Buy
541,896
+12,544
+2% +$785K 23.11% 1
2020
Q4 		$32.8M Buy
529,352
+27,660
+6% +$1.62M 24.48% 1
2020
Q3 		$28.3M Buy
501,692
+10,372
+2% +$562K 23% 1
2020
Q2 		$24.2M Buy
491,320
+11,776
+2% +$534K 22.11% 1
2020
Q1 		$18.5M Buy
479,544
+55,796
+13% +$2.47M 20.2% 2
2019
Q4 		$19.2M Buy
+423,748
New +$18.2M 17.72% 2

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPWM LLC's VONG Position: Q2 2026 in Review

LPWM LLC increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 3.3% in Q2 2026, buying an estimated $2.72M and bringing the position to 682,435 shares worth $87.2M. The position accounts for 19.35% of the portfolio, ranked #1.

LPWM LLC first reported a position in VONG in Q4 2019 and has held it in 27 quarters since. 950 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • LPWM LLC held 682,435 shares of Vanguard Russell 1000 Growth ETF worth $87.2M as of Q2 2026.
  • LPWM LLC bought 21,882 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.72M.
  • Vanguard Russell 1000 Growth ETF made up 19.35% of LPWM LLC's portfolio in Q2 2026, its #1 holding.
  • LPWM LLC first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 950 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.