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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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. 958 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.
958 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.