&Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

&Partners’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	$24M	Buy	218,649 +13,154	+6%	+$1.54M	0.12%	161
2025 Q4	$25M	Buy	205,495 +2,764	+1%	+$337K	0.13%	147
2025 Q3	$24.4M	Buy	202,731 +101,647	+101%	+$11.6M	0.16%	132
2025 Q2	$11M	Buy	101,084 +49,184	+95%	+$4.84M	0.08%	223
2025 Q1	$4.81M	Buy	51,900 +5,894	+13%	+$599K	0.05%	302
2024 Q4	$4.82M	Buy	46,006 +737	+2%	+$74.6K	0.06%	285
2024 Q3	$4.37M	Buy	45,269 +20,448	+82%	+$1.91M	0.08%	224
2024 Q2	$2.33M	Buy	+24,821	New	+$2.18M	0.1%	195

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

&Partners's VONG Position: Q1 2026 in Review

&Partners increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 6.4% in Q1 2026, buying an estimated $1.54M and bringing the position to 218,649 shares worth $24M. The position accounts for 0.12% of the portfolio, ranked #161.

&Partners first reported a position in VONG in Q2 2024 and has held it in 8 quarters since. The position peaked at $25M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

&Partners held 218,649 shares of Vanguard Russell 1000 Growth ETF worth $24M as of Q1 2026.
&Partners bought 13,154 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.54M.
Vanguard Russell 1000 Growth ETF made up 0.12% of &Partners's portfolio in Q1 2026, its #161 holding.
&Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's Vanguard Russell 1000 Growth ETF position peaked at $25M in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.