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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
Q2 		$5.94M Sell
46,511
-2,069
-4% -$257K 0.67% 33
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 $1.55T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Philip James Wealth Mangement's VONG Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 4.3% in Q2 2026, selling an estimated $257K and leaving 46,511 shares worth $5.94M. The position accounts for 0.67% of the portfolio, ranked #33.

Philip James Wealth Mangement first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.29M in Q4 2025. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Philip James Wealth Mangement held 46,511 shares of Vanguard Russell 1000 Growth ETF worth $5.94M as of Q2 2026.
  • Philip James Wealth Mangement sold 2,069 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $257K.
  • Vanguard Russell 1000 Growth ETF made up 0.67% of Philip James Wealth Mangement's portfolio in Q2 2026, its #33 holding.
  • Philip James Wealth Mangement first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Philip James Wealth Mangement's Vanguard Russell 1000 Growth ETF position peaked at $8.29M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.