Stegner Investment Associates’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Stegner Investment Associates’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	$5.01M	Buy	45,641 +7	+0%	+$818	2.74%	7
2025 Q4	$5.56M	Buy	45,634 +5	+0%	+$610	2.95%	7
2025 Q3	$5.5M	Buy	45,629 +6	+0%	+$688	3.01%	6
2025 Q2	$4.98M	Buy	45,623 +6	+0%	+$591	3.05%	7
2025 Q1	$4.23M	Buy	45,617 +7	+0%	+$711	2.96%	7
2024 Q4	$4.71M	Buy	45,610 +6	+0%	+$608	3.12%	7
2024 Q3	$4.4M	Buy	45,604 +15	+0%	+$1.4K	2.99%	7
2024 Q2	$4.28M	Sell	45,589 -243	-0.5%	-$21.4K	3.08%	8
2024 Q1	$3.97M	Buy	45,832 +9	+0%	+$747	2.91%	8
2023 Q4	$3.58M	Buy	45,823 +10	+0%	+$728	2.83%	8
2023 Q3	$3.14M	Buy	45,813 +10	+0%	+$710	2.71%	8
2023 Q2	$3.24M	Buy	45,803 +9	+0%	+$589	2.66%	9
2023 Q1	$2.87M	Buy	45,794 +341	+0.8%	+$20.2K	2.52%	9
2022 Q4	$2.51M	Buy	45,453 +748	+2%	+$42.3K	2.3%	9
2022 Q3	$2.45M	Buy	44,705 +6,657	+17%	+$403K	2.35%	9
2022 Q2	$2.14M	Buy	+38,048	New	+$2.35M	2.06%	9

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

Stegner Investment Associates's VONG Position: Q1 2026 in Review

Stegner Investment Associates increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.02% in Q1 2026, buying an estimated $818 and bringing the position to 45,641 shares worth $5.01M. The position accounts for 2.74% of the portfolio, ranked #7.

Stegner Investment Associates first reported a position in VONG in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.56M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Stegner Investment Associates held 45,641 shares of Vanguard Russell 1000 Growth ETF worth $5.01M as of Q1 2026.
Stegner Investment Associates bought 7 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $818.
Vanguard Russell 1000 Growth ETF made up 2.74% of Stegner Investment Associates's portfolio in Q1 2026, its #7 holding.
Stegner Investment Associates first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
Stegner Investment Associates's Vanguard Russell 1000 Growth ETF position peaked at $5.56M in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Stegner Investment Associates's 13F filing for Q1 2026, filed 30 Apr 2026.