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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sound Financial Strategies Group's VONG Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 9.3% in Q1 2026, selling an estimated $252K and leaving 21,078 shares worth $2.31M. The position accounts for 1.58% of the portfolio, ranked #20.

Sound Financial Strategies Group first reported a position in VONG in Q2 2021 and has held it in 13 quarters since. The position peaked at $15.6M in Q4 2021. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Sound Financial Strategies Group held 21,078 shares of Vanguard Russell 1000 Growth ETF worth $2.31M as of Q1 2026.
Sound Financial Strategies Group sold 2,161 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $252K.
Vanguard Russell 1000 Growth ETF made up 1.58% of Sound Financial Strategies Group's portfolio in Q1 2026, its #20 holding.
Sound Financial Strategies Group first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2021 and has held it in 13 quarters since.
Sound Financial Strategies Group's Vanguard Russell 1000 Growth ETF position peaked at $15.6M in Q4 2021.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.