Planning Strategies
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Planning Strategies’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Planning Strategies’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 		$29.2M Buy
226,311
+20,772
+10% +$2.62M 17.27% 1
2026
Q2 		$26.3M Buy
+205,539
New +$25.5M 16.39% 1

Other funds holding VONG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Planning Strategies's VONG Position: Q3 2026 in Review

Planning Strategies increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 10% in Q3 2026, buying an estimated $2.62M and bringing the position to 226,311 shares worth $29.2M. The position accounts for 17.27% of the portfolio, ranked #1.

Planning Strategies first reported a position in VONG in Q2 2026 and has held it in 2 quarters since. 849 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Planning Strategies held 226,311 shares of Vanguard Russell 1000 Growth ETF worth $29.2M as of Q3 2026.
  • Planning Strategies bought 20,772 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $2.62M.
  • Vanguard Russell 1000 Growth ETF made up 17.27% of Planning Strategies's portfolio in Q3 2026, its #1 holding.
  • Planning Strategies first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 849 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.