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

SOA Wealth 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	–	Hold	0	–	–	–	889
2026 Q1	–	Sell	-506	Closed	-$59.1K	–	865
2025 Q4	$61.6K	Hold	506	–	–	0.01%	336
2025 Q3	$61K	Hold	506	–	–	0.01%	348
2025 Q2	$55.3K	Hold	506	–	–	0.01%	354
2025 Q1	$47K	Hold	506	–	–	0.01%	353
2024 Q4	$52.3K	Hold	506	–	–	0.01%	328
2024 Q3	$48.8K	Sell	506 -17	-3%	-$1.59K	0.01%	319
2024 Q2	$49.1K	Buy	523 +17	+3%	+$1.49K	0.01%	308
2024 Q1	$43.9K	Buy	+506	New	+$42K	0.01%	322

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

SOA Wealth Advisors's VONG Position: Q2 2026 in Review

SOA Wealth Advisors held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #889.

SOA Wealth Advisors first reported a position in VONG in Q1 2024 and has held it in 8 quarters since. The position peaked at $61.6K in Q4 2025. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

SOA Wealth Advisors held 0 shares of Vanguard Russell 1000 Growth ETF worth $5 as of Q2 2026.
SOA Wealth Advisors left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #889 holding.
SOA Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 8 quarters since.
SOA Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $61.6K in Q4 2025.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.