Next Level Private
VONG icon

Next Level Private’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Next Level Private’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
Q3 		$2.01M Sell
15,618
-124
-0.8% -$15.6K 0.39% 53
2026
Q2 		$2.01M Sell
15,742
-650
-4% -$80.7K 0.39% 54
2026
Q1 		$1.8M Sell
16,392
-112
-0.7% -$13.1K 0.41% 53
2025
Q4 		$2.01M Sell
16,504
-280
-2% -$34.1K 0.53% 42
2025
Q3 		$2.04M Sell
16,784
-127
-0.8% -$14.6K 0.59% 40
2025
Q2 		$1.85M Sell
16,911
-18
-0.1% -$1.77K 0.6% 41
2025
Q1 		$1.57M Sell
16,929
-192
-1% -$19.5K 0.59% 41
2024
Q4 		$1.77M Sell
17,121
-279
-2% -$28.3K 0.71% 38
2024
Q3 		$1.68M Sell
17,400
-86
-0.5% -$8.02K 0.69% 39
2024
Q2 		$1.64M Sell
17,486
-211
-1% -$18.5K 0.75% 36
2024
Q1 		$1.53M Sell
17,697
-212
-1% -$17.6K 0.7% 38
2023
Q4 		$1.4M Sell
17,909
-71
-0.4% -$5.17K 0.79% 36
2023
Q3 		$1.24M Buy
17,980
+27
+0.2% +$1.92K 0.82% 33
2023
Q2 		$1.26M Sell
17,953
-125
-0.7% -$8.18K 0.81% 32
2023
Q1 		$1.14M Sell
18,078
-2,645
-13% -$157K 0.89% 33
2022
Q4 		$1.15M Buy
+20,723
New +$1.17M 0.85% 29

Other funds holding VONG

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Next Level Private's VONG Position: Q3 2026 in Review

Next Level Private reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.79% in Q3 2026, selling an estimated $15.6K and leaving 15,618 shares worth $2.01M. The position accounts for 0.39% of the portfolio, ranked #53.

Next Level Private first reported a position in VONG in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.04M in Q3 2025. 423 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Next Level Private held 15,618 shares of Vanguard Russell 1000 Growth ETF worth $2.01M as of Q3 2026.
  • Next Level Private sold 124 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $15.6K.
  • Vanguard Russell 1000 Growth ETF made up 0.39% of Next Level Private's portfolio in Q3 2026, its #53 holding.
  • Next Level Private first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Next Level Private's Vanguard Russell 1000 Growth ETF position peaked at $2.04M in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.