SF
VONG icon

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

Summit Financial’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 		$3.05M Buy
23,858
+1,787
+8% +$222K 0.03% 493
2026
Q1 		$2.42M Buy
22,071
+6,866
+45% +$802K 0.03% 524
2025
Q4 		$1.85M Sell
15,205
-85
-0.6% -$10.4K 0.03% 515
2025
Q3 		$1.84M Buy
+15,290
New +$1.75M 0.03% 497

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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Summit Financial's VONG Position: Q2 2026 in Review

Summit Financial increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 8.1% in Q2 2026, buying an estimated $222K and bringing the position to 23,858 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #493.

Summit Financial first reported a position in VONG in Q3 2025 and has held it in 4 quarters since. 957 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Summit Financial held 23,858 shares of Vanguard Russell 1000 Growth ETF worth $3.05M as of Q2 2026.
  • Summit Financial bought 1,787 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $222K.
  • Vanguard Russell 1000 Growth ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #493 holding.
  • Summit Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 957 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.