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Michels Family Financial’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Michels Family Financial’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 		$3.74M Buy
34,059
+2,120
+7% +$248K 2.69% 5
2025
Q4 		$3.89M Buy
31,939
+2,250
+8% +$274K 2.86% 4
2025
Q3 		$3.58M Buy
29,689
+793
+3% +$90.9K 2.79% 4
2025
Q2 		$3.16M Buy
28,896
+903
+3% +$88.9K 2.69% 5
2025
Q1 		$2.6M Buy
27,993
+640
+2% +$65K 2.35% 7
2024
Q4 		$2.83M Buy
+27,353
New +$2.77M 2.59% 5

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

Michels Family Financial's VONG Position: Q1 2026 in Review

Michels Family Financial increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 6.6% in Q1 2026, buying an estimated $248K and bringing the position to 34,059 shares worth $3.74M. The position accounts for 2.69% of the portfolio, ranked #5.

Michels Family Financial first reported a position in VONG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.89M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Michels Family Financial held 34,059 shares of Vanguard Russell 1000 Growth ETF worth $3.74M as of Q1 2026.
  • Michels Family Financial bought 2,120 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $248K.
  • Vanguard Russell 1000 Growth ETF made up 2.69% of Michels Family Financial's portfolio in Q1 2026, its #5 holding.
  • Michels Family Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Michels Family Financial's Vanguard Russell 1000 Growth ETF position peaked at $3.89M in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.