Pacific Capital Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Pacific Capital Wealth Advisors’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	$1.74M	Hold	13,610	–	–	0.26%	31
2026 Q1	$1.49M	Hold	13,610	–	–	0.25%	32
2025 Q4	$1.66M	Hold	13,610	–	–	0.28%	30
2025 Q3	$1.64M	Hold	13,610	–	–	0.28%	29
2025 Q2	$1.49M	Hold	13,610	–	–	0.27%	30
2025 Q1	$1.26M	Buy	+13,610	New	+$1.38M	0.22%	36

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

Pacific Capital Wealth Advisors's VONG Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 13,610 shares worth $1.74M. The position accounts for 0.26% of the portfolio, ranked #31.

Pacific Capital Wealth Advisors first reported a position in VONG in Q1 2025 and has held it in 6 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Pacific Capital Wealth Advisors held 13,610 shares of Vanguard Russell 1000 Growth ETF worth $1.74M as of Q2 2026.
Pacific Capital Wealth Advisors left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Growth ETF made up 0.26% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Pacific Capital Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.