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Petra Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Petra Financial 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
Q1 		$749K Sell
6,830
-87
-1% -$10.2K 0.46% 57
2025
Q4 		$842K Sell
6,917
-94
-1% -$11.5K 0.49% 53
2025
Q3 		$845K Buy
7,011
+2
+0% +$229 0.49% 56
2025
Q2 		$765K Buy
7,009
+809
+13% +$79.6K 0.49% 55
2025
Q1 		$575K Buy
6,200
+329
+6% +$33.4K 0.47% 49
2024
Q4 		$606K Sell
5,871
-280
-5% -$28.4K 0.41% 65
2024
Q3 		$594K Hold
6,151
– – 0.39% 70
2024
Q2 		$577K Hold
6,151
– – 0.42% 71
2024
Q1 		$533K Buy
6,151
+127
+2% +$10.5K 0.39% 74
2023
Q4 		$470K Hold
6,024
– – 0.39% 76
2023
Q3 		$412K Hold
6,024
– – 0.34% 80
2023
Q2 		$426K Buy
+6,024
New +$394K 0.38% 74
2023
Q1 		– Sell
-6,224
Closed -$343K – 105
2022
Q4 		$343K Buy
+6,224
New +$352K 0.38% 66

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Petra Financial Advisors's VONG Position: Q1 2026 in Review

Petra Financial Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 1.3% in Q1 2026, selling an estimated $10.2K and leaving 6,830 shares worth $749K. The position accounts for 0.46% of the portfolio, ranked #57.

Petra Financial Advisors first reported a position in VONG in Q4 2022 and has held it in 13 quarters since. The position peaked at $845K in Q3 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Petra Financial Advisors held 6,830 shares of Vanguard Russell 1000 Growth ETF worth $749K as of Q1 2026.
  • Petra Financial Advisors sold 87 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $10.2K.
  • Vanguard Russell 1000 Growth ETF made up 0.46% of Petra Financial Advisors's portfolio in Q1 2026, its #57 holding.
  • Petra Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • Petra Financial Advisors's Vanguard Russell 1000 Growth ETF position peaked at $845K in Q3 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.