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 Q2	$5.83M	Buy	45,647 +6	+0%	+$745	2.77%	7
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 $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Stegner Investment Associates's VONG Position: Q2 2026 in Review

Stegner Investment Associates increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.01% in Q2 2026, buying an estimated $745 and bringing the position to 45,647 shares worth $5.83M. The position accounts for 2.77% of the portfolio, ranked #7.

Stegner Investment Associates first reported a position in VONG in Q2 2022 and has held it in 17 quarters since. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Stegner Investment Associates held 45,647 shares of Vanguard Russell 1000 Growth ETF worth $5.83M as of Q2 2026.
Stegner Investment Associates bought 6 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $745.
Vanguard Russell 1000 Growth ETF made up 2.77% of Stegner Investment Associates's portfolio in Q2 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 17 quarters since.
958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.