M3 Advisory Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

M3 Advisory Group’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	$2.75M	Hold	25,054	–	–	1.69%	14
2025 Q4	$3.05M	Sell	25,054 -683	-3%	-$83.3K	1.86%	13
2025 Q3	$3.1M	Buy	25,737 +55	+0.2%	+$6.3K	1.93%	12
2025 Q2	$2.8M	Hold	25,682	–	–	1.94%	13
2025 Q1	$2.38M	Hold	25,682	–	–	1.88%	14
2024 Q4	$2.65M	Sell	25,682 -95	-0.4%	-$9.62K	1.9%	13
2024 Q3	$2.49M	Sell	25,777 -738	-3%	-$68.9K	1.83%	13
2024 Q2	$2.49M	Buy	26,515 +851	+3%	+$74.8K	2.05%	12
2024 Q1	$2.22M	Buy	25,664 +2	+0%	+$166	2.02%	12
2023 Q4	$2M	Buy	+25,662	New	+$1.87M	2.34%	11

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

M3 Advisory Group's VONG Position: Q1 2026 in Review

M3 Advisory Group held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q1 2026 at 25,054 shares worth $2.75M. The position accounts for 1.69% of the portfolio, ranked #14.

M3 Advisory Group first reported a position in VONG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.1M in Q3 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

M3 Advisory Group held 25,054 shares of Vanguard Russell 1000 Growth ETF worth $2.75M as of Q1 2026.
M3 Advisory Group left its Vanguard Russell 1000 Growth ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 Growth ETF made up 1.69% of M3 Advisory Group's portfolio in Q1 2026, its #14 holding.
M3 Advisory Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's Vanguard Russell 1000 Growth ETF position peaked at $3.1M in Q3 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.