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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
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 $1.37T 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

Summit Financial's VONG Position: Q1 2026 in Review

Summit Financial increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 45% in Q1 2026, buying an estimated $802K and bringing the position to 22,071 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #524.

Summit Financial first reported a position in VONG in Q3 2025 and has held it in 3 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Summit Financial held 22,071 shares of Vanguard Russell 1000 Growth ETF worth $2.42M as of Q1 2026.
  • Summit Financial bought 6,866 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $802K.
  • Vanguard Russell 1000 Growth ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #524 holding.
  • Summit Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.