Schneider Downs Wealth Management Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Schneider Downs Wealth Management 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	$3.2M	Sell	25,058 -1,058	-4%	-$131K	0.3%	37
2026 Q1	$2.86M	Hold	26,116	–	–	0.32%	36
2025 Q4	$3.18M	Hold	26,116	–	–	0.36%	31
2025 Q3	$3.15M	Hold	26,116	–	–	0.37%	32
2025 Q2	$2.85M	Buy	26,116 +17,177	+192%	+$1.69M	0.43%	34
2025 Q1	$829K	Hold	8,939	–	–	0.15%	62
2024 Q4	$923K	Sell	8,939 -1,461	-14%	-$148K	0.17%	60
2024 Q3	$1M	Hold	10,400	–	–	0.21%	51
2024 Q2	$976K	Hold	10,400	–	–	0.22%	53
2024 Q1	$901K	Buy	10,400 +848	+9%	+$70.3K	0.21%	54
2023 Q4	$745K	Buy	9,552 +974	+11%	+$70.9K	0.19%	52
2023 Q3	$587K	Hold	8,578	–	–	0.14%	50
2023 Q2	$607K	Hold	8,578	–	–	0.14%	55
2023 Q1	$539K	Sell	8,578 -1,317	-13%	-$78.1K	0.11%	63
2022 Q4	$545K	Buy	+9,895	New	+$560K	0.12%	60
2022 Q1	–	Sell	-2,784	Closed	-$219K	–	161
2021 Q4	$219K	Buy	+2,784	New	+$212K	0.05%	145

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 22.96% 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

Schneider Downs Wealth Management Advisors's VONG Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 4.1% in Q2 2026, selling an estimated $131K and leaving 25,058 shares worth $3.2M. The position accounts for 0.3% of the portfolio, ranked #37.

Schneider Downs Wealth Management Advisors first reported a position in VONG in Q4 2021 and has held it in 16 quarters since. 951 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Schneider Downs Wealth Management Advisors held 25,058 shares of Vanguard Russell 1000 Growth ETF worth $3.2M as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 1,058 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $131K.
Vanguard Russell 1000 Growth ETF made up 0.3% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #37 holding.
Schneider Downs Wealth Management Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
951 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.