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

Simplicity Wealth’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	$209K	Buy	+1,637	New	+$203K	0.01%	968
2025 Q4	–	Sell	-2,181	Closed	-$263K	–	781
2025 Q3	$263K	Buy	+2,181	New	+$250K	0.02%	600
2024 Q3	–	Sell	-5,716	Closed	-$536K	–	1192
2024 Q2	$536K	Sell	5,716 -320	-5%	-$28.1K	0.01%	730
2024 Q1	$523K	Buy	+6,036	New	+$501K	0.01%	719

Other funds holding VONG

LPL Financial San Diego, California $445B AUM 25.58% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Simplicity Wealth's VONG Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026: 1,637 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in VONG as recently as Q3 2025.

Simplicity Wealth first reported a position in VONG in Q1 2024 and has held it in 4 quarters since. The position peaked at $536K in Q2 2024. 674 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Simplicity Wealth held 1,637 shares of Vanguard Russell 1000 Growth ETF worth $209K as of Q2 2026.
Vanguard Russell 1000 Growth ETF was a new Simplicity Wealth position in Q2 2026.
Vanguard Russell 1000 Growth ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #968 holding.
Simplicity Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 4 quarters since.
Simplicity Wealth's Vanguard Russell 1000 Growth ETF position peaked at $536K in Q2 2024.
674 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.