Mount Yale Investment Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Mount Yale 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	$2.47M	Buy	+22,488	New	+$2.63M	0.06%	331
2025 Q4	–	Sell	-8,786	Closed	-$1.06M	–	801
2025 Q3	$1.06M	Buy	8,786 +1,742	+25%	+$200K	0.07%	274
2025 Q2	$769K	Buy	7,044 +9	+0.1%	+$886	0.06%	257
2025 Q1	$653K	Buy	7,035 +10	+0.1%	+$1.02K	0.06%	271
2024 Q4	$726K	Buy	+7,025	New	+$711K	0.06%	264
2024 Q3	–	Sell	-5,353	Closed	-$502K	–	612
2024 Q2	$502K	Hold	5,353	–	–	0.04%	342
2024 Q1	$464K	Buy	+5,353	New	+$444K	0.04%	368

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Mount Yale Investment Advisors's VONG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026: 22,488 shares worth $2.47M. The stake represents 0.06% of the portfolio and ranks #331 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VONG as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in VONG in Q1 2024 and has held it in 7 quarters since. 864 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Mount Yale Investment Advisors held 22,488 shares of Vanguard Russell 1000 Growth ETF worth $2.47M as of Q1 2026.
Vanguard Russell 1000 Growth ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Vanguard Russell 1000 Growth ETF made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #331 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 7 quarters since.
864 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.