STA
VONG icon

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

Summit Trail Advisors’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 		$2.01M Buy
15,710
+58
+0.4% +$7.2K 0.03% 611
2026
Q1 		$1.72M Sell
15,652
-53,929
-78% -$6.3M 0.02% 640
2025
Q4 		$8.47M Buy
69,581
+2,880
+4% +$351K 0.15% 87
2025
Q3 		$8.04M Sell
66,701
-776
-1% -$88.9K 0.11% 97
2025
Q2 		$7.37M Buy
67,477
+51,257
+316% +$5.05M 0.13% 92
2025
Q1 		$1.51M Buy
+16,220
New +$1.65M 0.05% 116

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 Trail Advisors's VONG Position: Q2 2026 in Review

Summit Trail Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.37% in Q2 2026, buying an estimated $7.2K and bringing the position to 15,710 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #611.

Summit Trail Advisors first reported a position in VONG in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.47M in Q4 2025. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Summit Trail Advisors held 15,710 shares of Vanguard Russell 1000 Growth ETF worth $2.01M as of Q2 2026.
  • Summit Trail Advisors bought 58 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.2K.
  • Vanguard Russell 1000 Growth ETF made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #611 holding.
  • Summit Trail Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Summit Trail Advisors's Vanguard Russell 1000 Growth ETF position peaked at $8.47M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.