Steward Partners Investment Advisory
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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
Q2 		$5.35M Buy
41,861
+5,341
+15% +$663K 0.03% 544
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 $1.55T 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
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Steward Partners Investment Advisory's VONG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 15% in Q2 2026, buying an estimated $663K and bringing the position to 41,861 shares worth $5.35M. The position accounts for 0.03% of the portfolio, ranked #544.

Steward Partners Investment Advisory first reported a position in VONG in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.84M in Q4 2024. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Steward Partners Investment Advisory held 41,861 shares of Vanguard Russell 1000 Growth ETF worth $5.35M as of Q2 2026.
  • Steward Partners Investment Advisory bought 5,341 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $663K.
  • Vanguard Russell 1000 Growth ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #544 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Vanguard Russell 1000 Growth ETF position peaked at $9.84M in Q4 2024.
  • 958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.