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Spectrum Investment Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Spectrum Investment 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
Q2 		$4.11M Buy
32,137
+1,629
+5% +$202K 1.68% 14
2026
Q1 		$3.35M Buy
30,508
+1,955
+7% +$228K 1.66% 13
2025
Q4 		$3.48M Buy
28,553
+945
+3% +$115K 1.74% 13
2025
Q3 		$3.33M Sell
27,608
-1,890
-6% -$217K 1.8% 13
2025
Q2 		$3.22M Buy
29,498
+1,539
+6% +$151K 1.87% 13
2025
Q1 		$2.59M Buy
27,959
+193
+0.7% +$19.6K 1.67% 13
2024
Q4 		$2.87M Buy
27,766
+787
+3% +$79.7K 1.91% 12
2024
Q3 		$2.6M Buy
26,979
+952
+4% +$88.8K 1.79% 11
2024
Q2 		$2.44M Sell
26,027
-1,862
-7% -$164K 1.79% 11
2024
Q1 		$2.42M Buy
27,889
+808
+3% +$67K 1.78% 12
2023
Q4 		$2.11M Buy
+27,081
New +$1.97M 1.68% 13

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

Spectrum Investment Advisors's VONG Position: Q2 2026 in Review

Spectrum Investment Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 5.3% in Q2 2026, buying an estimated $202K and bringing the position to 32,137 shares worth $4.11M. The position accounts for 1.68% of the portfolio, ranked #14.

Spectrum Investment Advisors first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Spectrum Investment Advisors held 32,137 shares of Vanguard Russell 1000 Growth ETF worth $4.11M as of Q2 2026.
  • Spectrum Investment Advisors bought 1,629 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $202K.
  • Vanguard Russell 1000 Growth ETF made up 1.68% of Spectrum Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Spectrum Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.