Plan Group Financial’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Plan Group Financial’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	$265K	Sell	2,416 -19	-0.8%	-$2.22K	0.06%	184
2025 Q4	$296K	Sell	2,435 -527	-18%	-$64.3K	0.08%	154
2025 Q3	$357K	Sell	2,962 -715	-19%	-$81.9K	0.1%	132
2025 Q2	$402K	Sell	3,677 -2,703	-42%	-$266K	0.13%	116
2025 Q1	$592K	Sell	6,380 -22	-0.3%	-$2.23K	0.21%	89
2024 Q4	$661K	Sell	6,402 -501	-7%	-$50.7K	0.35%	61
2024 Q3	$666K	Buy	6,903 +385	+6%	+$35.9K	0.35%	59
2024 Q2	$611K	Sell	6,518 -12,167	-65%	-$1.07M	0.37%	58
2024 Q1	$1.62M	Buy	18,685 +8,488	+83%	+$704K	1.06%	23
2023 Q4	$796K	Buy	+10,197	New	+$742K	0.7%	33
2022 Q2	$1.69M	Buy	+29,963	New	+$1.85M	2.9%	12

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

Plan Group Financial's VONG Position: Q1 2026 in Review

Plan Group Financial reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.78% in Q1 2026, selling an estimated $2.22K and leaving 2,416 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #184.

Plan Group Financial first reported a position in VONG in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.69M in Q2 2022. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Plan Group Financial held 2,416 shares of Vanguard Russell 1000 Growth ETF worth $265K as of Q1 2026.
Plan Group Financial sold 19 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.22K.
Vanguard Russell 1000 Growth ETF made up 0.06% of Plan Group Financial's portfolio in Q1 2026, its #184 holding.
Plan Group Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 11 quarters since.
Plan Group Financial's Vanguard Russell 1000 Growth ETF position peaked at $1.69M in Q2 2022.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.