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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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Root Financial Partners's VONG Position: Q1 2026 in Review

Root Financial Partners reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 4.7% in Q1 2026, selling an estimated $22.4K and leaving 3,861 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #195.

Root Financial Partners first reported a position in VONG in Q3 2025 and has held it in 3 quarters since. The position peaked at $493K in Q4 2025. 861 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Root Financial Partners held 3,861 shares of Vanguard Russell 1000 Growth ETF worth $424K as of Q1 2026.
  • Root Financial Partners sold 192 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $22.4K.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #195 holding.
  • Root Financial Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Vanguard Russell 1000 Growth ETF position peaked at $493K in Q4 2025.
  • 861 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.