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Sowell Financial Services’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Sowell Financial Services’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 		$9.18M Buy
71,823
+17,313
+32% +$2.15M 0.3% 68
2026
Q1 		$5.98M Buy
54,510
+2,543
+5% +$297K 0.22% 98
2025
Q4 		$6.33M Buy
51,967
+3,793
+8% +$462K 0.23% 89
2025
Q3 		$5.8M Buy
48,174
+3,428
+8% +$393K 0.22% 95
2025
Q2 		$4.89M Buy
44,746
+4,922
+12% +$484K 0.2% 108
2025
Q1 		$3.7M Buy
39,824
+10,588
+36% +$1.08M 0.17% 128
2024
Q4 		$3.02M Buy
29,236
+18,162
+164% +$1.84M 0.16% 145
2024
Q3 		$1.07M Sell
11,074
-1,775
-14% -$166K 0.05% 331
2024
Q2 		$1.21M Buy
12,849
+164
+1% +$14.4K 0.06% 306
2024
Q1 		$1.1M Buy
12,685
+942
+8% +$78.1K 0.05% 329
2023
Q4 		$916K Buy
11,743
+334
+3% +$24.3K 0.05% 343
2023
Q3 		$781K Sell
11,409
-4,342
-28% -$308K 0.05% 341
2023
Q2 		$1.11M Buy
15,751
+8,337
+112% +$546K 0.06% 334
2023
Q1 		$466K Buy
+7,414
New +$439K 0.04% 446
2021
Q2 		– Sell
-34,108
Closed -$558K – 2676
2021
Q1 		$558K Buy
34,108
+25,364
+290% +$1.59M 0.02% 606
2020
Q4 		$542K Buy
8,744
+1,260
+17% +$73.8K 0.02% 500
2020
Q3 		$417K Sell
7,484
-112
-1% -$6.07K 0.02% 513
2020
Q2 		$375K Buy
7,596
+36
+0.5% +$1.63K 0.02% 534
2020
Q1 		$292K Sell
7,560
-5,648
-43% -$250K 0.02% 556
2019
Q4 		$598K Buy
13,208
+256
+2% +$11K 0.05% 400
2019
Q3 		$532K Buy
+12,952
New +$534K 0.04% 407

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

Sowell Financial Services's VONG Position: Q2 2026 in Review

Sowell Financial Services increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 32% in Q2 2026, buying an estimated $2.15M and bringing the position to 71,823 shares worth $9.18M. The position accounts for 0.3% of the portfolio, ranked #68.

Sowell Financial Services first reported a position in VONG in Q3 2019 and has held it in 21 quarters since. 950 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Sowell Financial Services held 71,823 shares of Vanguard Russell 1000 Growth ETF worth $9.18M as of Q2 2026.
  • Sowell Financial Services bought 17,313 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.15M.
  • Vanguard Russell 1000 Growth ETF made up 0.3% of Sowell Financial Services's portfolio in Q2 2026, its #68 holding.
  • Sowell Financial Services first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2019 and has held it in 21 quarters since.
  • 950 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.