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Sax Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Sax Wealth Advisors’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 		$482K Buy
4,392
+765
+21% +$94.9K 0.02% 348
2026
Q1 		$442K Hold
3,627
– – 0.02% 309
2025
Q4 		$442K Hold
3,627
– – 0.02% 313
2025
Q3 		$437K Buy
3,627
+96
+3% +$11K 0.02% 292
2025
Q2 		$386K Sell
3,531
-413
-10% -$40.7K 0.02% 292
2025
Q1 		$366K Hold
3,944
– – 0.03% 261
2024
Q4 		$407K Buy
3,944
+231
+6% +$23.4K 0.03% 216
2024
Q3 		$358K Buy
3,713
+1,134
+44% +$106K 0.03% 201
2024
Q2 		$242K Buy
+2,579
New +$227K 0.02% 240

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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sax Wealth Advisors's VONG Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 21% in Q2 2026, buying an estimated $94.9K and bringing the position to 4,392 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #348.

Sax Wealth Advisors first reported a position in VONG in Q2 2024 and has held it in 9 quarters since. 208 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Sax Wealth Advisors held 4,392 shares of Vanguard Russell 1000 Growth ETF worth $482K as of Q2 2026.
  • Sax Wealth Advisors bought 765 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $94.9K.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #348 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 208 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.