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

Mezzasalma 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
Q1 		$3.68M Sell
40,650
-974
-2% -$114K 0.94% 27
2025
Q4 		$4.26M Buy
41,624
+5,472
+15% +$667K 1.02% 26
2025
Q3 		$4.36M Buy
36,152
+126
+0.3% +$14.4K 1.12% 19
2025
Q2 		$3.93M Buy
36,026
+245
+0.7% +$24.1K 1.18% 20
2025
Q1 		$3.32M Buy
35,781
+75
+0.2% +$7.62K 1.15% 21
2024
Q4 		$3.69M Sell
35,706
-1,042
-3% -$106K 1.19% 18
2024
Q3 		$3.55M Sell
36,748
-17
-0% -$1.59K 1.4% 18
2024
Q2 		$3.45M Buy
36,765
+18,734
+104% +$1.65M 1.48% 18
2024
Q1 		$1.56M Buy
18,031
+14,237
+375% +$1.18M 0.74% 28
2023
Q4 		$296K Buy
+3,794
New +$276K 0.16% 70

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mezzasalma Advisors's VONG Position: Q1 2026 in Review

Mezzasalma Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 2.3% in Q1 2026, selling an estimated $114K and leaving 40,650 shares worth $3.68M. The position accounts for 0.94% of the portfolio, ranked #27.

Mezzasalma Advisors first reported a position in VONG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.36M in Q3 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Mezzasalma Advisors held 40,650 shares of Vanguard Russell 1000 Growth ETF worth $3.68M as of Q1 2026.
  • Mezzasalma Advisors sold 974 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $114K.
  • Vanguard Russell 1000 Growth ETF made up 0.94% of Mezzasalma Advisors's portfolio in Q1 2026, its #27 holding.
  • Mezzasalma Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Mezzasalma Advisors's Vanguard Russell 1000 Growth ETF position peaked at $4.36M in Q3 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.