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Smallwood Wealth Investment Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Smallwood Wealth Investment Management’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 		$88.1K Hold
689
– – 0.04% 152
2026
Q1 		$75.6K Buy
+689
New +$80.5K 0.04% 142

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

Smallwood Wealth Investment Management's VONG Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 689 shares worth $88.1K. The position accounts for 0.04% of the portfolio, ranked #152.

Smallwood Wealth Investment Management first reported a position in VONG in Q1 2026 and has held it in 2 quarters since. 447 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Smallwood Wealth Investment Management held 689 shares of Vanguard Russell 1000 Growth ETF worth $88.1K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.04% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #152 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 447 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.