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Simon Quick Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Simon Quick 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 		$2.59M Buy
20,254
+1,369
+7% +$170K 0.1% 128
2026
Q1 		$2.07M Hold
18,885
– – 0.09% 137
2025
Q4 		$2.3M Sell
18,885
-2,295
-11% -$280K 0.1% 121
2025
Q3 		$2.55M Sell
21,180
-836
-4% -$95.8K 0.12% 114
2025
Q2 		$2.4M Sell
22,016
-7,376
-25% -$726K 0.12% 109
2025
Q1 		$2.73M Sell
29,392
-1,022
-3% -$104K 0.16% 72
2024
Q4 		$3.14M Buy
30,414
+2,763
+10% +$280K 0.19% 58
2024
Q3 		$2.67M Sell
27,651
-9,516
-26% -$888K 0.17% 68
2024
Q2 		$3.49M Hold
37,167
– – 0.25% 49
2024
Q1 		$3.22M Hold
37,167
– – 0.24% 55
2023
Q4 		$2.9M Hold
37,167
– – 0.26% 59
2023
Q3 		$2.54M Sell
37,167
-97
-0.3% -$6.89K 0.24% 61
2023
Q2 		$2.64M Buy
+37,264
New +$2.44M 0.24% 59
2023
Q1 		– Sell
-6,704
Closed -$370K – 295
2022
Q4 		$370K Hold
6,704
– – 0.04% 154
2022
Q3 		$363K Buy
+6,704
New +$405K 0.05% 137
2020
Q2 		– Sell
-2,412
Closed -$93K – 504
2020
Q1 		$93K Buy
2,412
+8
+0.3% +$354 0.03% 123
2019
Q4 		$109K Buy
2,404
+8
+0.3% +$343 0.04% 137
2019
Q3 		$98K Buy
2,396
+8
+0.3% +$330 0.04% 121
2019
Q2 		$96.9K Buy
2,388
+8
+0.3% +$318 0.05% 90
2019
Q1 		$93K Buy
+2,380
New +$87.9K 0.04% 124

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Simon Quick Advisors's VONG Position: Q2 2026 in Review

Simon Quick Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 7.2% in Q2 2026, buying an estimated $170K and bringing the position to 20,254 shares worth $2.59M. The position accounts for 0.1% of the portfolio, ranked #128.

Simon Quick Advisors first reported a position in VONG in Q1 2019 and has held it in 20 quarters since. The position peaked at $3.49M in Q2 2024. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Simon Quick Advisors held 20,254 shares of Vanguard Russell 1000 Growth ETF worth $2.59M as of Q2 2026.
  • Simon Quick Advisors bought 1,369 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $170K.
  • Vanguard Russell 1000 Growth ETF made up 0.1% of Simon Quick Advisors's portfolio in Q2 2026, its #128 holding.
  • Simon Quick Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2019 and has held it in 20 quarters since.
  • Simon Quick Advisors's Vanguard Russell 1000 Growth ETF position peaked at $3.49M in Q2 2024.
  • 956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.