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Steward Partners Investment Advisory’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Steward Partners Investment Advisory’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 		$4.01M Buy
36,520
+26,596
+268% +$3.11M 0.02% 585
2025
Q4 		$1.21M Buy
9,924
+1,148
+13% +$140K 0.01% 978
2025
Q3 		$1.06M Sell
8,776
-716
-8% -$82.1K 0.01% 1027
2025
Q2 		$1.04M Buy
9,492
+627
+7% +$61.7K 0.01% 985
2025
Q1 		$823K Sell
8,865
-86,436
-91% -$8.78M 0.01% 994
2024
Q4 		$9.84M Buy
95,301
+2,973
+3% +$301K 0.09% 221
2024
Q3 		$8.91M Sell
92,328
-1,734
-2% -$162K 0.08% 239
2024
Q2 		$8.82M Sell
94,062
-1,831
-2% -$161K 0.09% 221
2024
Q1 		$8.31M Buy
95,893
+27,440
+40% +$2.28M 0.09% 235
2023
Q4 		$5.34M Buy
68,453
+66,525
+3,450% +$4.84M 0.07% 269
2023
Q3 		$132K Sell
1,928
-357
-16% -$25.4K ﹤0.01% 1448
2023
Q2 		$162K Sell
2,285
-419
-15% -$27.4K ﹤0.01% 1376
2023
Q1 		$170K Buy
2,704
+276
+11% +$16.4K ﹤0.01% 1364
2022
Q4 		$134K Sell
2,428
-582
-19% -$32.9K ﹤0.01% 1419
2022
Q3 		$163K Buy
3,010
+223
+8% +$13.5K ﹤0.01% 1287
2022
Q2 		$157K Sell
2,787
-1,992
-42% -$123K ﹤0.01% 1305
2022
Q1 		$341K Sell
4,779
-3,225
-40% -$226K 0.01% 1071
2021
Q4 		$629K Buy
8,004
+7,575
+1,766% +$577K 0.01% 867
2021
Q3 		$30K Buy
429
+1
+0.2% +$73 ﹤0.01% 2141
2021
Q2 		$30K Sell
428
-3,364
-89% -$223K ﹤0.01% 4225
2021
Q1 		$237K Buy
3,792
+3,528
+1,336% +$221K ﹤0.01% 1220
2020
Q4 		$16K Buy
264
+180
+214% +$10.5K ﹤0.01% 2142
2020
Q3 		$5K Buy
+84
New +$4.55K ﹤0.01% 2391

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Partners Investment Advisory's VONG Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 268% in Q1 2026, buying an estimated $3.11M and bringing the position to 36,520 shares worth $4.01M. The position accounts for 0.02% of the portfolio, ranked #585.

Steward Partners Investment Advisory first reported a position in VONG in Q3 2020 and has held it in 23 quarters since. The position peaked at $9.84M in Q4 2024. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Steward Partners Investment Advisory held 36,520 shares of Vanguard Russell 1000 Growth ETF worth $4.01M as of Q1 2026.
  • Steward Partners Investment Advisory bought 26,596 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.11M.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #585 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's Vanguard Russell 1000 Growth ETF position peaked at $9.84M in Q4 2024.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.