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Money Concepts Capital’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Money Concepts Capital’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 		$5.17M Buy
40,478
+8,719
+27% +$1.08M 0.24% 92
2026
Q1 		$3.48M Buy
31,759
+3,223
+11% +$377K 0.19% 120
2025
Q4 		$3.47M Buy
28,536
+5,473
+24% +$667K 0.19% 112
2025
Q3 		$2.78M Buy
23,063
+1,992
+9% +$228K 0.17% 126
2025
Q2 		$2.3M Buy
21,071
+4,070
+24% +$401K 0.15% 137
2025
Q1 		$1.58M Buy
17,001
+5,978
+54% +$607K 0.12% 167
2024
Q4 		$1.14M Buy
11,023
+4,256
+63% +$431K 0.08% 200
2024
Q3 		$653K Buy
6,767
+2,923
+76% +$273K 0.05% 263
2024
Q2 		$361K Buy
+3,844
New +$338K 0.03% 312
2023
Q1 		– Sell
-9,954
Closed -$549K – 2837
2022
Q4 		$549K Buy
+9,954
New +$563K 0.02% 408
2022
Q2 		– Sell
-1,719
Closed -$123K – 2594
2022
Q1 		$123K Buy
+1,719
New +$121K 0.01% 919
2021
Q1 		– Sell
-6,868
Closed -$425K – 771
2020
Q4 		$425K Buy
+6,868
New +$402K 0.04% 310

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

Money Concepts Capital's VONG Position: Q2 2026 in Review

Money Concepts Capital increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 27% in Q2 2026, buying an estimated $1.08M and bringing the position to 40,478 shares worth $5.17M. The position accounts for 0.24% of the portfolio, ranked #92.

Money Concepts Capital first reported a position in VONG in Q4 2020 and has held it in 12 quarters since. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Money Concepts Capital held 40,478 shares of Vanguard Russell 1000 Growth ETF worth $5.17M as of Q2 2026.
  • Money Concepts Capital bought 8,719 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.08M.
  • Vanguard Russell 1000 Growth ETF made up 0.24% of Money Concepts Capital's portfolio in Q2 2026, its #92 holding.
  • Money Concepts Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2020 and has held it in 12 quarters since.
  • 956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.