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Moneta Group Investment Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Moneta Group Investment 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 		$5.49M Buy
50,054
+4,584
+10% +$536K 0.04% 160
2025
Q4 		$5.54M Buy
45,470
+1,893
+4% +$231K 0.04% 156
2025
Q3 		$5.25M Sell
43,577
-636
-1% -$72.9K 0.04% 159
2025
Q2 		$4.83M Buy
44,213
+14,978
+51% +$1.47M 0.06% 141
2025
Q1 		$2.71M Buy
29,235
+9
+0% +$914 0.04% 175
2024
Q4 		$3.02M Buy
29,226
+32
+0.1% +$3.24K 0.04% 168
2024
Q3 		$2.82M Sell
29,194
-1,693
-5% -$158K 0.04% 165
2024
Q2 		$2.9M Sell
30,887
-556
-2% -$48.9K 0.05% 161
2024
Q1 		$2.73M Buy
31,443
+9,984
+47% +$828K 0.04% 164
2023
Q4 		$1.67M Sell
21,459
-267
-1% -$19.4K 0.03% 190
2023
Q3 		$1.49M Buy
21,726
+14,731
+211% +$1.05M 0.03% 190
2023
Q2 		$495K Buy
6,995
+215
+3% +$14.1K 0.01% 327
2023
Q1 		$426K Buy
6,780
+268
+4% +$15.9K 0.01% 345
2022
Q4 		$389K Sell
6,512
-19,775
-75% -$1.12M 0.01% 332
2022
Q3 		$1.43M Sell
26,287
-23,677
-47% -$1.43M 0.05% 160
2022
Q2 		$2.81M Buy
+49,964
New +$3.09M 0.1% 123

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

Moneta Group Investment Advisors's VONG Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 10% in Q1 2026, buying an estimated $536K and bringing the position to 50,054 shares worth $5.49M. The position accounts for 0.04% of the portfolio, ranked #160.

Moneta Group Investment Advisors first reported a position in VONG in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.54M in Q4 2025. 862 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Moneta Group Investment Advisors held 50,054 shares of Vanguard Russell 1000 Growth ETF worth $5.49M as of Q1 2026.
  • Moneta Group Investment Advisors bought 4,584 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $536K.
  • Vanguard Russell 1000 Growth ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #160 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Moneta Group Investment Advisors's Vanguard Russell 1000 Growth ETF position peaked at $5.54M in Q4 2025.
  • 862 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.