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Steph & Co’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Steph & Co’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
Q3 		$3.14M Buy
24,360
+2,233
+10% +$281K 0.8% 22
2026
Q2 		$2.83M Sell
22,127
-705
-3% -$87.5K 0.72% 24
2026
Q1 		$2.5M Buy
22,832
+217
+1% +$25.4K 0.71% 24
2025
Q4 		$2.75M Sell
22,615
-1,032
-4% -$126K 0.79% 23
2025
Q3 		$2.85M Sell
23,647
-142
-0.6% -$16.3K 0.87% 22
2025
Q2 		$2.6M Buy
23,789
+1,644
+7% +$162K 0.84% 21
2025
Q1 		$2.05M Buy
22,145
+86
+0.4% +$8.74K 0.74% 22
2024
Q4 		$2.28M Sell
22,059
-201
-0.9% -$20.4K 0.77% 22
2024
Q3 		$2.15M Sell
22,260
-257
-1% -$24K 0.68% 22
2024
Q2 		$2.11M Sell
22,517
-1,993
-8% -$175K 0.72% 22
2024
Q1 		$2.12M Sell
24,510
-1,088
-4% -$90.2K 0.73% 22
2023
Q4 		$2M Sell
25,598
-1,243
-5% -$90.5K 0.98% 21
2023
Q3 		$1.84M Sell
26,841
-374
-1% -$26.6K 1.03% 20
2023
Q2 		$1.93M Sell
27,215
-6,426
-19% -$421K 1.05% 19
2023
Q1 		$2.12M Sell
33,641
-2,590
-7% -$154K 1.31% 16
2022
Q4 		$2M Buy
36,231
+27,791
+329% +$1.57M 1.26% 17
2022
Q3 		$458K Buy
8,440
+7,467
+767% +$452K 0.32% 45
2022
Q2 		$55K Sell
973
-2,047
-68% -$126K 0.03% 150
2022
Q1 		$216K Buy
3,020
+2,310
+325% +$162K 0.13% 86
2021
Q4 		$56K Hold
710
– – 0.03% 187
2021
Q3 		$50K Buy
+710
New +$51.6K 0.03% 179

Other funds holding VONG

Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
SBA
Seven Bridges Advisors New York $221M AUM
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Steph & Co's VONG Position: Q3 2026 in Review

Steph & Co increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 10% in Q3 2026, buying an estimated $281K and bringing the position to 24,360 shares worth $3.14M. The position accounts for 0.8% of the portfolio, ranked #22.

Steph & Co first reported a position in VONG in Q3 2021 and has held it in 21 quarters since. 161 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Steph & Co held 24,360 shares of Vanguard Russell 1000 Growth ETF worth $3.14M as of Q3 2026.
  • Steph & Co bought 2,233 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $281K.
  • Vanguard Russell 1000 Growth ETF made up 0.8% of Steph & Co's portfolio in Q3 2026, its #22 holding.
  • Steph & Co first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2021 and has held it in 21 quarters since.
  • 161 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.