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Sound Financial Strategies Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Sound Financial Strategies Group’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 		$2.69M Buy
21,081
+3
+0% +$372 1.71% 19
2026
Q1 		$2.31M Sell
21,078
-2,161
-9% -$252K 1.58% 20
2025
Q4 		$2.83M Sell
23,239
-423
-2% -$51.6K 2% 12
2025
Q3 		$2.85M Buy
23,662
+2,270
+11% +$260K 2.08% 9
2025
Q2 		$2.34M Sell
21,392
-1,576
-7% -$155K 1.98% 8
2025
Q1 		$2.13M Buy
+22,968
New +$2.33M 1.9% 9
2023
Q3 		– Sell
-87,495
Closed -$6.19M – 84
2023
Q2 		$6.19M Sell
87,495
-10,155
-10% -$665K 4.52% 3
2023
Q1 		$6.14M Buy
+97,650
New +$5.79M 4.1% 3
2022
Q4 		– Sell
-14
Closed -$1K – 67
2022
Q3 		$1K Hold
14
– – ﹤0.01% 28
2022
Q2 		$1K Sell
14
-5,525
-100% -$341K ﹤0.01% 44
2022
Q1 		$395K Sell
5,539
-193,117
-97% -$13.6M 0.22% 52
2021
Q4 		$15.6M Buy
198,656
+10,252
+5% +$782K 7.8% 3
2021
Q3 		$13.3M Buy
188,404
+150,422
+396% +$10.9M 6.67% 3
2021
Q2 		$2.65M Buy
+37,982
New +$2.52M 1.32% 11

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
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Sound Financial Strategies Group's VONG Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.01% in Q2 2026, buying an estimated $372 and bringing the position to 21,081 shares worth $2.69M. The position accounts for 1.71% of the portfolio, ranked #19.

Sound Financial Strategies Group first reported a position in VONG in Q2 2021 and has held it in 14 quarters since. The position peaked at $15.6M in Q4 2021. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Sound Financial Strategies Group held 21,081 shares of Vanguard Russell 1000 Growth ETF worth $2.69M as of Q2 2026.
  • Sound Financial Strategies Group bought 3 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $372.
  • Vanguard Russell 1000 Growth ETF made up 1.71% of Sound Financial Strategies Group's portfolio in Q2 2026, its #19 holding.
  • Sound Financial Strategies Group first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2021 and has held it in 14 quarters since.
  • Sound Financial Strategies Group's Vanguard Russell 1000 Growth ETF position peaked at $15.6M in Q4 2021.
  • 958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.