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Private Wealth Management Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Private Wealth Management Group’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 		$153K Hold
1,197
– – 0.04% 132
2026
Q1 		$131K Hold
1,197
– – 0.03% 114
2025
Q4 		$146K Hold
1,197
– – 0.04% 98
2025
Q3 		$144K Sell
1,197
-90
-7% -$10.3K 0.04% 105
2025
Q2 		$141K Hold
1,287
– – 0.05% 102
2025
Q1 		$119K Buy
1,287
+50
+4% +$5.08K 0.04% 105
2024
Q4 		$128K Hold
1,237
– – 0.05% 101
2024
Q3 		$119K Hold
1,237
– – 0.05% 97
2024
Q2 		$116K Buy
+1,237
New +$109K 0.05% 97

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

Private Wealth Management Group's VONG Position: Q2 2026 in Review

Private Wealth Management Group held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 1,197 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #132.

Private Wealth Management Group first reported a position in VONG in Q2 2024 and has held it in 9 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Private Wealth Management Group held 1,197 shares of Vanguard Russell 1000 Growth ETF worth $153K as of Q2 2026.
  • Private Wealth Management Group left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #132 holding.
  • Private Wealth Management Group first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.