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Prepared Retirement Institute’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Prepared Retirement Institute’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 		$252K Buy
+1,970
New +$244K 0.11% 84
2025
Q1 		– Sell
-2,754
Closed -$284K – 91
2024
Q4 		$284K Buy
2,754
+156
+6% +$15.8K 0.16% 67
2024
Q3 		$251K Buy
2,598
+14
+0.5% +$1.31K 0.15% 67
2024
Q2 		$242K Buy
2,584
+5
+0.2% +$439 0.16% 69
2024
Q1 		$223K Sell
2,579
-483
-16% -$40.1K 0.17% 63
2023
Q4 		$239K Buy
+3,062
New +$223K 0.18% 69

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 22.9% 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

Prepared Retirement Institute's VONG Position: Q2 2026 in Review

Prepared Retirement Institute opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026: 1,970 shares worth $252K. The stake represents 0.11% of the portfolio and ranks #84 among its holdings. This is a return to the name: Prepared Retirement Institute previously reported a position in VONG as recently as Q4 2024.

Prepared Retirement Institute first reported a position in VONG in Q4 2023 and has held it in 6 quarters since. The position peaked at $284K in Q4 2024. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Prepared Retirement Institute held 1,970 shares of Vanguard Russell 1000 Growth ETF worth $252K as of Q2 2026.
  • Vanguard Russell 1000 Growth ETF was a new Prepared Retirement Institute position in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.11% of Prepared Retirement Institute's portfolio in Q2 2026, its #84 holding.
  • Prepared Retirement Institute first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 6 quarters since.
  • Prepared Retirement Institute's Vanguard Russell 1000 Growth ETF position peaked at $284K in Q4 2024.
  • 958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.