PJWM
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Philip James Wealth Mangement’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Philip James Wealth Mangement’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 		$5.33M Sell
48,580
-19,477
-29% -$2.28M 0.61% 34
2025
Q4 		$8.29M Buy
68,057
+295
+0.4% +$36K 0.96% 25
2025
Q3 		$8.17M Buy
67,762
+5,451
+9% +$625K 0.95% 25
2025
Q2 		$6.8M Sell
62,311
-47
-0.1% -$4.63K 0.87% 27
2025
Q1 		$5.79M Sell
62,358
-321
-0.5% -$32.6K 0.7% 33
2024
Q4 		$6.47M Buy
62,679
+505
+0.8% +$51.1K 0.84% 27
2024
Q3 		$6M Buy
62,174
+1,225
+2% +$114K 0.74% 33
2024
Q2 		$5.72M Buy
60,949
+22,310
+58% +$1.96M 3.81% 9
2024
Q1 		$3.35M Buy
38,639
+6,134
+19% +$509K 2.37% 12
2023
Q4 		$2.54M Buy
+32,505
New +$2.37M 1.96% 13

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

Philip James Wealth Mangement's VONG Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 29% in Q1 2026, selling an estimated $2.28M and leaving 48,580 shares worth $5.33M. The position accounts for 0.61% of the portfolio, ranked #34.

Philip James Wealth Mangement first reported a position in VONG in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.29M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Philip James Wealth Mangement held 48,580 shares of Vanguard Russell 1000 Growth ETF worth $5.33M as of Q1 2026.
  • Philip James Wealth Mangement sold 19,477 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.28M.
  • Vanguard Russell 1000 Growth ETF made up 0.61% of Philip James Wealth Mangement's portfolio in Q1 2026, its #34 holding.
  • Philip James Wealth Mangement first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Philip James Wealth Mangement's Vanguard Russell 1000 Growth ETF position peaked at $8.29M in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.