MWM
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Mission Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Mission Wealth Management’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 		$15.3M Buy
119,546
+15,896
+15% +$1.97M 0.19% 76
2026
Q1 		$11.4M Sell
103,650
-2,587
-2% -$302K 0.23% 65
2025
Q4 		$12.9M Sell
106,237
-992
-0.9% -$121K 0.26% 59
2025
Q3 		$12.9M Sell
107,229
-6,342
-6% -$727K 0.26% 59
2025
Q2 		$12.4M Buy
113,571
+106,143
+1,429% +$10.4M 0.27% 55
2025
Q1 		$689K Buy
7,428
+3,014
+68% +$306K 0.02% 383
2024
Q4 		$456K Buy
4,414
+1
+0% +$101 0.01% 442
2024
Q3 		$426K Sell
4,413
-1,085
-20% -$101K 0.01% 463
2024
Q2 		$516K Hold
5,498
– – 0.01% 403
2024
Q1 		$477K Buy
5,498
+2
+0% +$166 0.01% 442
2023
Q4 		$429K Sell
5,496
-342
-6% -$24.9K 0.01% 406
2023
Q3 		$400K Buy
5,838
+345
+6% +$24.5K 0.01% 390
2023
Q2 		$389K Sell
5,493
-1,966
-26% -$129K 0.01% 400
2023
Q1 		$469K Sell
7,459
-4,099
-35% -$243K 0.02% 353
2022
Q4 		$637K Buy
11,558
+5,078
+78% +$287K 0.03% 277
2022
Q3 		$351K Sell
6,480
-416
-6% -$25.2K 0.02% 361
2022
Q2 		$388K Buy
6,896
+3,826
+125% +$236K 0.02% 354
2022
Q1 		$219K Buy
+3,070
New +$216K 0.01% 484

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Mission Wealth Management's VONG Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 15% in Q2 2026, buying an estimated $1.97M and bringing the position to 119,546 shares worth $15.3M. The position accounts for 0.19% of the portfolio, ranked #76.

Mission Wealth Management first reported a position in VONG in Q1 2022 and has held it in 18 quarters since. 293 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Mission Wealth Management held 119,546 shares of Vanguard Russell 1000 Growth ETF worth $15.3M as of Q2 2026.
  • Mission Wealth Management bought 15,896 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.97M.
  • Vanguard Russell 1000 Growth ETF made up 0.19% of Mission Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Mission Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 293 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.