Pinion Investment Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Pinion Investment 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 Q2	$207K	Buy	+1,622	New	+$201K	0.04%	199
2024 Q4	–	Sell	-2,250	Closed	-$217K	–	167
2024 Q3	$217K	Buy	2,250 +37	+2%	+$3.45K	0.09%	150
2024 Q2	$208K	Sell	2,213 -4,186	-65%	-$368K	0.1%	139
2024 Q1	$555K	Buy	6,399 +3,064	+92%	+$254K	0.29%	68
2023 Q4	$260K	Sell	3,335 -2,619	-44%	-$191K	0.16%	126
2023 Q3	$407K	Buy	5,954 +87	+1%	+$6.18K	0.26%	96
2023 Q2	$415K	Sell	5,867 -302	-5%	-$19.8K	0.28%	93
2023 Q1	$388K	Sell	6,169 -184	-3%	-$10.9K	0.36%	73
2022 Q4	$350K	Sell	6,353 -714	-10%	-$40.4K	0.33%	81
2022 Q3	$383K	Sell	7,067 -2,015	-22%	-$122K	0.33%	94
2022 Q2	$511K	Sell	9,082 -315	-3%	-$19.5K	0.43%	76
2022 Q1	$671K	Buy	9,397 +233	+3%	+$16.4K	0.47%	65
2021 Q4	$720K	Buy	9,164 +1,389	+18%	+$106K	0.49%	63
2021 Q3	$548K	Buy	+7,775	New	+$566K	0.44%	75

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pinion Investment Advisors's VONG Position: Q2 2026 in Review

Pinion Investment Advisors opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026: 1,622 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #199 among its holdings. This is a return to the name: Pinion Investment Advisors previously reported a position in VONG as recently as Q3 2024.

Pinion Investment Advisors first reported a position in VONG in Q3 2021 and has held it in 14 quarters since. The position peaked at $720K in Q4 2021. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Pinion Investment Advisors held 1,622 shares of Vanguard Russell 1000 Growth ETF worth $207K as of Q2 2026.
Vanguard Russell 1000 Growth ETF was a new Pinion Investment Advisors position in Q2 2026.
Vanguard Russell 1000 Growth ETF made up 0.04% of Pinion Investment Advisors's portfolio in Q2 2026, its #199 holding.
Pinion Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2021 and has held it in 14 quarters since.
Pinion Investment Advisors's Vanguard Russell 1000 Growth ETF position peaked at $720K in Q4 2021.
956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.