Simon Quick Advisors
VONG icon

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
Q3 		$2.61M Buy
20,255
+1
+0% +$126 0.1% 130
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

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Simon Quick Advisors's VONG Position: Q3 2026 in Review

Simon Quick Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0% in Q3 2026, buying an estimated $126 and bringing the position to 20,255 shares worth $2.61M. The position accounts for 0.1% of the portfolio, ranked #130.

Simon Quick Advisors first reported a position in VONG in Q1 2019 and has held it in 21 quarters since. The position peaked at $3.49M in Q2 2024. 324 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Simon Quick Advisors held 20,255 shares of Vanguard Russell 1000 Growth ETF worth $2.61M as of Q3 2026.
  • Simon Quick Advisors bought 1 Vanguard Russell 1000 Growth ETF share in Q3 2026, an estimated $126.
  • Vanguard Russell 1000 Growth ETF made up 0.1% of Simon Quick Advisors's portfolio in Q3 2026, its #130 holding.
  • Simon Quick Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2019 and has held it in 21 quarters since.
  • Simon Quick Advisors's Vanguard Russell 1000 Growth ETF position peaked at $3.49M in Q2 2024.
  • 324 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.