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 Q2	$442K	Sell	3,462 -39	-1%	-$4.84K	0.17%	65
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 $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

My Personal CFO LLC's VONG Position: Q2 2026 in Review

My Personal CFO LLC reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 1.1% in Q2 2026, selling an estimated $4.84K and leaving 3,462 shares worth $442K. The position accounts for 0.17% of the portfolio, ranked #65.

My Personal CFO LLC first reported a position in VONG in Q2 2024 and has held it in 8 quarters since. The position peaked at $446K in Q4 2025. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

My Personal CFO LLC held 3,462 shares of Vanguard Russell 1000 Growth ETF worth $442K as of Q2 2026.
My Personal CFO LLC sold 39 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.84K.
Vanguard Russell 1000 Growth ETF made up 0.17% of My Personal CFO LLC's portfolio in Q2 2026, its #65 holding.
My Personal CFO LLC first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
My Personal CFO LLC's Vanguard Russell 1000 Growth ETF position peaked at $446K in Q4 2025.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.