ONSWM
VONG icon

Old North State Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Old North State Wealth Management’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 		$217K Sell
1,700
-1,115
-40% -$138K 0.09% 108
2026
Q1 		$309K Buy
2,815
+1
+0% +$117 0.14% 96
2025
Q4 		$343K Sell
2,814
-424
-13% -$51.7K 0.16% 92
2025
Q3 		$390K Buy
3,238
+5
+0.2% +$573 0.18% 90
2025
Q2 		$353K Buy
3,233
+3
+0.1% +$295 0.18% 89
2025
Q1 		$300K Buy
3,230
+5
+0.2% +$508 0.17% 91
2024
Q4 		$333K Buy
3,225
+4
+0.1% +$405 0.19% 83
2024
Q3 		$311K Buy
3,221
+9
+0.3% +$840 0.17% 81
2024
Q2 		$301K Hold
3,212
– – 0.2% 71
2024
Q1 		$278K Buy
3,212
+6
+0.2% +$498 0.18% 74
2023
Q4 		$250K Buy
+3,206
New +$233K 0.18% 72

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Old North State Wealth Management's VONG Position: Q2 2026 in Review

Old North State Wealth Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 40% in Q2 2026, selling an estimated $138K and leaving 1,700 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #108.

Old North State Wealth Management first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. The position peaked at $390K in Q3 2025. 202 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Old North State Wealth Management held 1,700 shares of Vanguard Russell 1000 Growth ETF worth $217K as of Q2 2026.
  • Old North State Wealth Management sold 1,115 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $138K.
  • Vanguard Russell 1000 Growth ETF made up 0.09% of Old North State Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Old North State Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Old North State Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $390K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.