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

LVW 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 		$27.7M Sell
214,782
-73,477
-25% -$9.26M 2.33% 10
2026
Q2 		$36.8M Sell
288,259
-31,420
-10% -$3.9M 3.18% 8
2026
Q1 		$35.1M Sell
319,679
-92,948
-23% -$10.9M 3.34% 8
2025
Q4 		$50.2M Sell
412,627
-39,585
-9% -$4.83M 5.09% 4
2025
Q3 		$54.5M Sell
452,212
-46,273
-9% -$5.3M 5.56% 3
2025
Q2 		$54.4M Buy
498,485
+245
+0% +$24.1K 5.94% 3
2025
Q1 		$46.2M Buy
498,240
+30,488
+7% +$3.1M 5.53% 4
2024
Q4 		$48.3M Buy
467,752
+1,274
+0.3% +$129K 5.82% 3
2024
Q3 		$45M Sell
466,478
-8,543
-2% -$797K 5.73% 3
2024
Q2 		$44.6M Buy
475,021
+12,903
+3% +$1.13M 6.51% 3
2024
Q1 		$40.1M Sell
462,118
-51,198
-10% -$4.25M 6.78% 2
2023
Q4 		$40M Buy
513,316
+9,236
+2% +$672K 7.5% 2
2023
Q3 		$34.5M Sell
504,080
-42,525
-8% -$3.02M 7.12% 2
2023
Q2 		$38.7M Sell
546,605
-31,532
-5% -$2.06M 7.44% 2
2023
Q1 		$36.4M Buy
578,137
+10,041
+2% +$595K 7.11% 2
2022
Q4 		$31.3M Sell
568,096
-3,648
-0.6% -$206K 6.37% 2
2022
Q3 		$31M Sell
571,744
-30,449
-5% -$1.84M 6.93% 2
2022
Q2 		$33.9M Sell
602,193
-60,672
-9% -$3.75M 6.89% 2
2022
Q1 		$47.3M Sell
662,865
-184
-0% -$12.9K 8% 1
2021
Q4 		$52.1M Sell
663,049
-8,825
-1% -$673K 8.87% 1
2021
Q3 		$47.3M Sell
671,874
-2,459
-0.4% -$179K 8.16% 1
2021
Q2 		$47.1M Buy
674,333
+8,345
+1% +$553K 8.36% 1
2021
Q1 		$41.6M Sell
665,988
-46,008
-6% -$2.88M 7.99% 2
2020
Q4 		$44.1M Sell
711,996
-12,480
-2% -$731K 8.85% 1
2020
Q3 		$40.4M Sell
724,476
-19,072
-3% -$1.03M 8.9% 1
2020
Q2 		$36.7M Buy
743,548
+34,640
+5% +$1.57M 8.85% 1
2020
Q1 		$27.4M Buy
708,908
+386,660
+120% +$17.1M 7.3% 2
2019
Q4 		$14.6M Buy
322,248
+74,108
+30% +$3.18M 3.3% 8
2019
Q3 		$10.2M Buy
248,140
+75,696
+44% +$3.12M 2.52% 8
2019
Q2 		$7M Buy
172,444
+74,896
+77% +$2.98M 1.93% 13
2019
Q1 		$3.79M Buy
+97,548
New +$3.6M 1.01% 24

Other funds holding VONG

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Hapanowicz & Associates Financial Services
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

LVW Advisors's VONG Position: Q3 2026 in Review

LVW Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 25% in Q3 2026, selling an estimated $9.26M and leaving 214,782 shares worth $27.7M. The position accounts for 2.33% of the portfolio, ranked #10.

LVW Advisors first reported a position in VONG in Q1 2019 and has held it in 31 quarters since. The position peaked at $54.5M in Q3 2025. 374 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • LVW Advisors held 214,782 shares of Vanguard Russell 1000 Growth ETF worth $27.7M as of Q3 2026.
  • LVW Advisors sold 73,477 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $9.26M.
  • Vanguard Russell 1000 Growth ETF made up 2.33% of LVW Advisors's portfolio in Q3 2026, its #10 holding.
  • LVW Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2019 and has held it in 31 quarters since.
  • LVW Advisors's Vanguard Russell 1000 Growth ETF position peaked at $54.5M in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.