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Root Financial Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Root Financial 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
Q2 		$280K Sell
2,190
-1,671
-43% -$207K 0.01% 309
2026
Q1 		$424K Sell
3,861
-192
-5% -$22.4K 0.02% 195
2025
Q4 		$493K Buy
4,053
+2,543
+168% +$310K 0.03% 164
2025
Q3 		$182K Buy
+1,510
New +$173K 0.01% 301

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

Root Financial Partners's VONG Position: Q2 2026 in Review

Root Financial Partners reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 43% in Q2 2026, selling an estimated $207K and leaving 2,190 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #309.

Root Financial Partners first reported a position in VONG in Q3 2025 and has held it in 4 quarters since. The position peaked at $493K in Q4 2025. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Root Financial Partners held 2,190 shares of Vanguard Russell 1000 Growth ETF worth $280K as of Q2 2026.
  • Root Financial Partners sold 1,671 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $207K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #309 holding.
  • Root Financial Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Vanguard Russell 1000 Growth ETF position peaked at $493K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.