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Summit Wealth Group, LLC/OK’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Summit Wealth Group, LLC/OK’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 		$968K Sell
7,506
-2,648
-26% -$334K 1.64% 19
2026
Q2 		$1.3M Sell
10,154
-34
-0.3% -$4.22K 1.68% 19
2026
Q1 		$1.12M Sell
10,188
-1,571
-13% -$184K 1.56% 21
2025
Q4 		$1.43M Buy
+11,759
New +$1.43M 1.48% 19

Other funds holding VONG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Summit Wealth Group, LLC/OK's VONG Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 26% in Q3 2026, selling an estimated $334K and leaving 7,506 shares worth $968K. The position accounts for 1.64% of the portfolio, ranked #19.

Summit Wealth Group, LLC/OK first reported a position in VONG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2025. 616 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 7,506 shares of Vanguard Russell 1000 Growth ETF worth $968K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 2,648 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $334K.
  • Vanguard Russell 1000 Growth ETF made up 1.64% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #19 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Vanguard Russell 1000 Growth ETF position peaked at $1.43M in Q4 2025.
  • 616 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.