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

Sovereign Financial 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 		$1.02M Buy
7,971
+378
+5% +$46.9K 0.16% 116
2026
Q1 		$833K Buy
7,593
+172
+2% +$20.1K 0.14% 133
2025
Q4 		$904K Sell
7,421
-158
-2% -$19.3K 0.16% 121
2025
Q3 		$913K Buy
7,579
+609
+9% +$69.8K 0.17% 115
2025
Q2 		$761K Sell
6,970
-431
-6% -$42.4K 0.16% 122
2025
Q1 		$687K Buy
7,401
+580
+9% +$58.9K 0.16% 118
2024
Q4 		$705K Buy
6,821
+817
+14% +$82.7K 0.16% 118
2024
Q3 		$580K Buy
6,004
+1,287
+27% +$120K 0.14% 141
2024
Q2 		$443K Buy
4,717
+1,377
+41% +$121K 0.11% 170
2024
Q1 		$289K Buy
+3,340
New +$277K 0.08% 217

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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Sovereign Financial Group's VONG Position: Q2 2026 in Review

Sovereign Financial Group increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 5% in Q2 2026, buying an estimated $46.9K and bringing the position to 7,971 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #116.

Sovereign Financial Group first reported a position in VONG in Q1 2024 and has held it in 10 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Sovereign Financial Group held 7,971 shares of Vanguard Russell 1000 Growth ETF worth $1.02M as of Q2 2026.
  • Sovereign Financial Group bought 378 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $46.9K.
  • Vanguard Russell 1000 Growth ETF made up 0.16% of Sovereign Financial Group's portfolio in Q2 2026, its #116 holding.
  • Sovereign Financial Group first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.