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Optima Capital’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Optima Capital’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 		– Sell
-404
Closed -$49.2K – 1273
2025
Q4 		$49.2K Buy
+404
New +$49.3K 0.02% 311

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Optima Capital's VONG Position: Q1 2026 in Review

Optima Capital sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026, closing a stake of 404 shares — an estimated $49.2K sold.

Optima Capital first reported a position in VONG in Q4 2025 and held it in 1 quarter. The position peaked at $49.2K in Q4 2025. 867 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Optima Capital reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 404 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $49.2K.
  • Optima Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Vanguard Russell 1000 Growth ETF position peaked at $49.2K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.