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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
Q2 		$8.56K Hold
67
– – ﹤0.01% 380
2026
Q1 		$8.3K Buy
+67
New +$7.83K ﹤0.01% 367

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

Mark Sheptoff Financial Planning's VONG Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 67 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Mark Sheptoff Financial Planning first reported a position in VONG in Q1 2026 and has held it in 2 quarters since. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Mark Sheptoff Financial Planning held 67 shares of Vanguard Russell 1000 Growth ETF worth $8.56K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #380 holding.
  • Mark Sheptoff Financial Planning first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.