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

Roxbury Financial’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 		$231K Buy
1,808
+2
+0.1% +$248 0.18% 95
2026
Q1 		$198K Buy
1,806
+2
+0.1% +$234 0.18% 97
2025
Q4 		$220K Buy
1,804
+2
+0.1% +$244 0.2% 87
2025
Q3 		$217K Buy
1,802
+2
+0.1% +$229 0.2% 85
2025
Q2 		$197K Sell
1,800
-25
-1% -$2.46K 0.19% 85
2025
Q1 		$185K Buy
1,825
+3
+0.2% +$305 0.18% 88
2024
Q4 		$187K Buy
+1,822
New +$185K 0.18% 92

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Roxbury Financial's VONG Position: Q2 2026 in Review

Roxbury Financial increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.11% in Q2 2026, buying an estimated $248 and bringing the position to 1,808 shares worth $231K. The position accounts for 0.18% of the portfolio, ranked #95.

Roxbury Financial first reported a position in VONG in Q4 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Roxbury Financial held 1,808 shares of Vanguard Russell 1000 Growth ETF worth $231K as of Q2 2026.
  • Roxbury Financial bought 2 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $248.
  • Vanguard Russell 1000 Growth ETF made up 0.18% of Roxbury Financial's portfolio in Q2 2026, its #95 holding.
  • Roxbury Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 293 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.