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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Concepts Capital's VONG Position: Q1 2026 in Review

Money Concepts Capital increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 11% in Q1 2026, buying an estimated $377K and bringing the position to 31,759 shares worth $3.48M. The position accounts for 0.19% of the portfolio, ranked #120.

Money Concepts Capital first reported a position in VONG in Q4 2020 and has held it in 11 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Money Concepts Capital held 31,759 shares of Vanguard Russell 1000 Growth ETF worth $3.48M as of Q1 2026.
Money Concepts Capital bought 3,223 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $377K.
Vanguard Russell 1000 Growth ETF made up 0.19% of Money Concepts Capital's portfolio in Q1 2026, its #120 holding.
Money Concepts Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2020 and has held it in 11 quarters since.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.