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Strategic Financial Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Strategic Financial Partners’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 		$15.7M Buy
143,583
+12,901
+10% +$1.51M 6.8% 4
2025
Q4 		$15.9M Sell
130,682
-1,434
-1% -$175K 6.89% 3
2025
Q3 		$15.9M Sell
132,116
-2,987
-2% -$342K 7.29% 3
2025
Q2 		$14.8M Sell
135,103
-63,547
-32% -$6.26M 6.85% 3
2025
Q1 		$18.4M Buy
198,650
+53,528
+37% +$5.44M 9.71% 2
2024
Q4 		$15M Sell
145,122
-78,493
-35% -$7.95M 7.65% 3
2024
Q3 		$21.6M Sell
223,615
-21,307
-9% -$1.99M 11.02% 2
2024
Q2 		$23M Sell
244,922
-12,683
-5% -$1.11M 12.65% 2
2024
Q1 		$22.3M Sell
257,605
-39,954
-13% -$3.31M 12.36% 2
2023
Q4 		$23.2M Buy
297,559
+11,036
+4% +$803K 13.48% 1
2023
Q3 		$19.6M Buy
286,523
+153,804
+116% +$10.9M 11.9% 2
2023
Q2 		$9.39M Buy
132,719
+18,367
+16% +$1.2M 5.35% 6
2023
Q1 		$7.19M Buy
114,352
+4,707
+4% +$279K 4.4% 8
2022
Q4 		$6.04M Sell
109,645
-38,772
-26% -$2.19M 3.69% 9
2022
Q3 		$8.05M Buy
148,417
+30,594
+26% +$1.85M 5.12% 8
2022
Q2 		$6.63M Sell
117,823
-319,792
-73% -$19.8M 3.87% 10
2022
Q1 		$31.2M Buy
437,615
+100,735
+30% +$7.07M 15.91% 1
2021
Q4 		$26.5M Buy
336,880
+100,342
+42% +$7.65M 13% 2
2021
Q3 		$16.7M Buy
236,538
+11,448
+5% +$833K 8.96% 4
2021
Q2 		$15.7M Buy
225,090
+1,570
+0.7% +$104K 8.68% 4
2021
Q1 		$14M Buy
223,520
+33,604
+18% +$2.1M 8.28% 4
2020
Q4 		$11.8M Buy
189,916
+83,704
+79% +$4.9M 7.7% 4
2020
Q3 		$5.92M Buy
106,212
+680
+0.6% +$36.8K 4.63% 8
2020
Q2 		$5.21M Sell
105,532
-24,236
-19% -$1.1M 4.31% 8
2020
Q1 		$5.02M Sell
129,768
-50,152
-28% -$2.22M 5.34% 6
2019
Q4 		$8.14M Buy
+179,920
New +$7.72M 6.66% 4

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

Strategic Financial Partners's VONG Position: Q1 2026 in Review

Strategic Financial Partners increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 9.9% in Q1 2026, buying an estimated $1.51M and bringing the position to 143,583 shares worth $15.7M. The position accounts for 6.8% of the portfolio, ranked #4.

Strategic Financial Partners first reported a position in VONG in Q4 2019 and has held it in 26 quarters since. The position peaked at $31.2M in Q1 2022. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Strategic Financial Partners held 143,583 shares of Vanguard Russell 1000 Growth ETF worth $15.7M as of Q1 2026.
  • Strategic Financial Partners bought 12,901 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.51M.
  • Vanguard Russell 1000 Growth ETF made up 6.8% of Strategic Financial Partners's portfolio in Q1 2026, its #4 holding.
  • Strategic Financial Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's Vanguard Russell 1000 Growth ETF position peaked at $31.2M in Q1 2022.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.