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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOA Wealth Advisors's VONG Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026, closing a stake of 506 shares — an estimated $59.1K sold.

SOA Wealth Advisors first reported a position in VONG in Q1 2024 and held it in 8 quarters. The position peaked at $61.6K in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • SOA Wealth Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 506 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $59.1K.
  • SOA Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and held it in 8 quarters.
  • SOA Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $61.6K in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.