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Signal Tree Financial Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Signal Tree Financial Partners’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 		$1.04M Sell
9,451
-2,162
-19% -$253K 0.78% 23
2025
Q4 		$1.41M Sell
11,613
-49
-0.4% -$5.97K 1.08% 22
2025
Q3 		$1.41M Buy
11,662
+214
+2% +$24.5K 1.12% 22
2025
Q2 		$1.25M Sell
11,448
-2,787
-20% -$274K 1.08% 21
2025
Q1 		$1.32M Buy
14,235
+2,464
+21% +$250K 1.32% 18
2024
Q4 		$1.22M Buy
+11,771
New +$1.19M 1.43% 18

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 $377B AUM 19.32% 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 $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Signal Tree Financial Partners's VONG Position: Q1 2026 in Review

Signal Tree Financial Partners reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 19% in Q1 2026, selling an estimated $253K and leaving 9,451 shares worth $1.04M. The position accounts for 0.78% of the portfolio, ranked #23.

Signal Tree Financial Partners first reported a position in VONG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Signal Tree Financial Partners held 9,451 shares of Vanguard Russell 1000 Growth ETF worth $1.04M as of Q1 2026.
  • Signal Tree Financial Partners sold 2,162 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $253K.
  • Vanguard Russell 1000 Growth ETF made up 0.78% of Signal Tree Financial Partners's portfolio in Q1 2026, its #23 holding.
  • Signal Tree Financial Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Signal Tree Financial Partners's Vanguard Russell 1000 Growth ETF position peaked at $1.41M in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Signal Tree Financial Partners's 13F filing for Q1 2026, filed 15 May 2026.