Phillips Financial Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Phillips Financial Management’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 Q3	$102K	Hold	792	–	–	0.01%	221
2026 Q2	$101K	Hold	792	–	–	0.01%	227
2026 Q1	$86.9K	Hold	792	–	–	0.01%	219
2025 Q4	$96.4K	Hold	792	–	–	0.01%	230
2025 Q3	$95.4K	Hold	792	–	–	0.01%	237
2025 Q2	$86.5K	Hold	792	–	–	0.01%	209
2025 Q1	$73.5K	Hold	792	–	–	0.01%	205
2024 Q4	$81.8K	Hold	792	–	–	0.01%	200
2024 Q3	$76.4K	Hold	792	–	–	0.01%	210
2024 Q2	$74.3K	Hold	792	–	–	0.01%	207
2024 Q1	$68.6K	Hold	792	–	–	0.01%	206
2023 Q4	$61.8K	Hold	792	–	–	0.01%	189
2023 Q3	$54.2K	Hold	792	–	–	0.01%	188
2023 Q2	$56K	Hold	792	–	–	0.01%	185
2023 Q1	$49.8K	Hold	792	–	–	﹤0.01%	192
2022 Q4	$43.7K	Hold	792	–	–	﹤0.01%	182
2022 Q3	$43K	Buy	+792	New	+$47.9K	﹤0.01%	174

Other funds holding VONG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Phillips Financial Management's VONG Position: Q3 2026 in Review

Phillips Financial Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q3 2026 at 792 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #221.

Phillips Financial Management first reported a position in VONG in Q3 2022 and has held it in 17 quarters since. 755 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

Phillips Financial Management held 792 shares of Vanguard Russell 1000 Growth ETF worth $102K as of Q3 2026.
Phillips Financial Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q3 2026.
Vanguard Russell 1000 Growth ETF made up 0.01% of Phillips Financial Management's portfolio in Q3 2026, its #221 holding.
Phillips Financial Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2022 and has held it in 17 quarters since.
755 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.