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SteelPeak Wealth’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

SteelPeak Wealth’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 		$505K Sell
3,949
-2,648
-40% -$329K 0.01% 423
2026
Q1 		$724K Sell
6,597
-43
-0.6% -$5.02K 0.02% 340
2025
Q4 		$808K Buy
6,640
+2,039
+44% +$249K 0.03% 299
2025
Q3 		$554K Buy
4,601
+1,433
+45% +$164K 0.02% 376
2025
Q2 		$346K Buy
+3,168
New +$312K 0.01% 399

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

SteelPeak Wealth's VONG Position: Q2 2026 in Review

SteelPeak Wealth reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 40% in Q2 2026, selling an estimated $329K and leaving 3,949 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #423.

SteelPeak Wealth first reported a position in VONG in Q2 2025 and has held it in 5 quarters since. The position peaked at $808K in Q4 2025. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • SteelPeak Wealth held 3,949 shares of Vanguard Russell 1000 Growth ETF worth $505K as of Q2 2026.
  • SteelPeak Wealth sold 2,648 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $329K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #423 holding.
  • SteelPeak Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • SteelPeak Wealth's Vanguard Russell 1000 Growth ETF position peaked at $808K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.