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Summit Financial Strategies’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Summit Financial Strategies’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 		$48.3M Buy
374,671
+63,914
+21% +$8.05M 3.35% 11
2026
Q2 		$39.7M Buy
310,757
+62,017
+25% +$7.7M 2.79% 13
2026
Q1 		$27.3M Buy
248,740
+172,713
+227% +$20.2M 2.15% 15
2025
Q4 		$9.26M Buy
+76,027
New +$9.27M 0.76% 22

Other funds holding VONG

AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
SBA
Seven Bridges Advisors New York $221M AUM
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 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
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

Summit Financial Strategies's VONG Position: Q3 2026 in Review

Summit Financial Strategies increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 21% in Q3 2026, buying an estimated $8.05M and bringing the position to 374,671 shares worth $48.3M. The position accounts for 3.35% of the portfolio, ranked #11.

Summit Financial Strategies first reported a position in VONG in Q4 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Summit Financial Strategies held 374,671 shares of Vanguard Russell 1000 Growth ETF worth $48.3M as of Q3 2026.
  • Summit Financial Strategies bought 63,914 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $8.05M.
  • Vanguard Russell 1000 Growth ETF made up 3.35% of Summit Financial Strategies's portfolio in Q3 2026, its #11 holding.
  • Summit Financial Strategies first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.