Mark Sheptoff Financial Planning’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Mark Sheptoff Financial Planning’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	$8.3K	Buy	+67	New	+$7.83K	﹤0.01%	367

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

Mark Sheptoff Financial Planning's VONG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026: 67 shares worth $8.3K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings.

860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Mark Sheptoff Financial Planning held 67 shares of Vanguard Russell 1000 Growth ETF worth $8.3K as of Q1 2026.
Vanguard Russell 1000 Growth ETF was a new Mark Sheptoff Financial Planning position in Q1 2026.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #367 holding.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.