Precedent Wealth Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Precedent Wealth Partners’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	$494K	Sell	3,833 -310	-7%	-$39K	0.08%	142
2026 Q2	$530K	Sell	4,143 -553	-12%	-$68.6K	0.09%	144
2026 Q1	$515K	Sell	4,696 -474	-9%	-$55.4K	0.1%	126
2025 Q4	$629K	Sell	5,170 -2,448	-32%	-$298K	0.13%	122
2025 Q3	$918K	Sell	7,618 -362	-5%	-$41.5K	0.2%	111
2025 Q2	$871K	Sell	7,980 -835	-9%	-$82.2K	0.21%	110
2025 Q1	$818K	Buy	8,815 +755	+9%	+$76.7K	0.23%	105
2024 Q4	$833K	Buy	8,060 +4,951	+159%	+$501K	0.27%	95
2024 Q3	$300K	Buy	+3,109	New	+$290K	0.1%	132

Other funds holding VONG

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Seven Bridges Advisors New York $221M AUM

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Precedent Wealth Partners's VONG Position: Q3 2026 in Review

Precedent Wealth Partners reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 7.5% in Q3 2026, selling an estimated $39K and leaving 3,833 shares worth $494K. The position accounts for 0.08% of the portfolio, ranked #142.

Precedent Wealth Partners first reported a position in VONG in Q3 2024 and has held it in 9 quarters since. The position peaked at $918K in Q3 2025. 298 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

Precedent Wealth Partners held 3,833 shares of Vanguard Russell 1000 Growth ETF worth $494K as of Q3 2026.
Precedent Wealth Partners sold 310 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $39K.
Vanguard Russell 1000 Growth ETF made up 0.08% of Precedent Wealth Partners's portfolio in Q3 2026, its #142 holding.
Precedent Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2024 and has held it in 9 quarters since.
Precedent Wealth Partners's Vanguard Russell 1000 Growth ETF position peaked at $918K in Q3 2025.
298 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.