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 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

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

Phillips Financial Management's VONG Position: Q1 2026 in Review

Phillips Financial Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q1 2026 at 792 shares worth $86.9K. The position accounts for 0.01% of the portfolio, ranked #219.

Phillips Financial Management first reported a position in VONG in Q3 2022 and has held it in 15 quarters since. The position peaked at $96.4K in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Phillips Financial Management held 792 shares of Vanguard Russell 1000 Growth ETF worth $86.9K as of Q1 2026.
Phillips Financial Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 Growth ETF made up 0.01% of Phillips Financial Management's portfolio in Q1 2026, its #219 holding.
Phillips Financial Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2022 and has held it in 15 quarters since.
Phillips Financial Management's Vanguard Russell 1000 Growth ETF position peaked at $96.4K in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.