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SHP Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

SHP Wealth Management’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 		$30.8K Buy
+281
New +$32.8K ﹤0.01% 610

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 $445B AUM 25.58% 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 $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SHP Wealth Management's VONG Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026: 281 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings.

865 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • SHP Wealth Management held 281 shares of Vanguard Russell 1000 Growth ETF worth $30.8K as of Q1 2026.
  • Vanguard Russell 1000 Growth ETF was a new SHP Wealth Management position in Q1 2026.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #610 holding.
  • 865 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.