My Personal CFO LLC’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

My Personal CFO LLC’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	$384K	Sell	3,501 -162	-4%	-$18.9K	0.17%	67
2025 Q4	$446K	Buy	+3,663	New	+$447K	0.19%	66
2025 Q3	–	Sell	-3,659	Closed	-$400K	–	149
2025 Q2	$400K	Buy	3,659 +2	+0.1%	+$197	0.18%	67
2025 Q1	$339K	Buy	3,657 +3	+0.1%	+$305	0.17%	70
2024 Q4	$377K	Buy	3,654 +2	+0.1%	+$203	0.19%	67
2024 Q3	$352K	Buy	3,652 +5	+0.1%	+$467	0.19%	69
2024 Q2	$342K	Buy	+3,647	New	+$321K	0.18%	77

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

My Personal CFO LLC's VONG Position: Q1 2026 in Review

My Personal CFO LLC reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 4.4% in Q1 2026, selling an estimated $18.9K and leaving 3,501 shares worth $384K. The position accounts for 0.17% of the portfolio, ranked #67.

My Personal CFO LLC first reported a position in VONG in Q2 2024 and has held it in 7 quarters since. The position peaked at $446K in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

My Personal CFO LLC held 3,501 shares of Vanguard Russell 1000 Growth ETF worth $384K as of Q1 2026.
My Personal CFO LLC sold 162 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $18.9K.
Vanguard Russell 1000 Growth ETF made up 0.17% of My Personal CFO LLC's portfolio in Q1 2026, its #67 holding.
My Personal CFO LLC first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and has held it in 7 quarters since.
My Personal CFO LLC's Vanguard Russell 1000 Growth ETF position peaked at $446K in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.