PGF
VONG icon

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
Q2 		– Sell
-2,416
Closed -$265K – 275
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
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

Plan Group Financial's VONG Position: Q2 2026 in Review

Plan Group Financial sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026, closing a stake of 2,416 shares — an estimated $265K sold.

Plan Group Financial first reported a position in VONG in Q2 2022 and held it in 11 quarters. The position peaked at $1.69M in Q2 2022. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Plan Group Financial reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Plan Group Financial sold 2,416 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $265K.
  • Plan Group Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and held it in 11 quarters.
  • Plan Group Financial's Vanguard Russell 1000 Growth ETF position peaked at $1.69M in Q2 2022.
  • 956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.