SIMA Wealth Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

SIMA Wealth 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 Q2	$605K	Hold	4,734	–	–	0.43%	27
2026 Q1	$519K	Hold	4,734	–	–	0.4%	28
2025 Q4	$576K	Hold	4,734	–	–	0.44%	27
2025 Q3	$570K	Hold	4,734	–	–	0.44%	27
2025 Q2	$517K	Buy	4,734 +4,688	+10,191%	+$461K	0.42%	27
2025 Q1	$4.27K	Hold	46	–	–	﹤0.01%	164
2024 Q4	$4.75K	Hold	46	–	–	﹤0.01%	156
2024 Q3	$4.44K	Hold	46	–	–	﹤0.01%	134
2024 Q2	$4.32K	Buy	+46	New	+$4.04K	﹤0.01%	139

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

SIMA Wealth Partners's VONG Position: Q2 2026 in Review

SIMA Wealth Partners held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 4,734 shares worth $605K. The position accounts for 0.43% of the portfolio, ranked #27.

SIMA Wealth Partners first reported a position in VONG in Q2 2024 and has held it in 9 quarters since. 949 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

SIMA Wealth Partners held 4,734 shares of Vanguard Russell 1000 Growth ETF worth $605K as of Q2 2026.
SIMA Wealth Partners left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Growth ETF made up 0.43% of SIMA Wealth Partners's portfolio in Q2 2026, its #27 holding.
SIMA Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
949 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.