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

SkyOak 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 		$319K Buy
2,498
+15
+0.6% +$1.86K 0.05% 173
2026
Q1 		$272K Buy
2,483
+64
+3% +$7.48K 0.05% 195
2025
Q4 		$295K Sell
2,419
-503
-17% -$61.3K 0.05% 185
2025
Q3 		$352K Sell
2,922
-2
-0.1% -$229 0.07% 170
2025
Q2 		$319K Buy
2,924
+39
+1% +$3.84K 0.06% 167
2025
Q1 		$268K Buy
2,885
+49
+2% +$4.98K 0.06% 184
2024
Q4 		$293K Buy
+2,836
New +$287K 0.06% 179

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

SkyOak Wealth's VONG Position: Q2 2026 in Review

SkyOak Wealth increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.6% in Q2 2026, buying an estimated $1.86K and bringing the position to 2,498 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #173.

SkyOak Wealth first reported a position in VONG in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q3 2025. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • SkyOak Wealth held 2,498 shares of Vanguard Russell 1000 Growth ETF worth $319K as of Q2 2026.
  • SkyOak Wealth bought 15 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.86K.
  • Vanguard Russell 1000 Growth ETF made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #173 holding.
  • SkyOak Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • SkyOak Wealth's Vanguard Russell 1000 Growth ETF position peaked at $352K in Q3 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.