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TAGStone Capital’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

TAGStone Capital’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 		$5.05M Buy
39,514
+1,013
+3% +$126K 1.61% 19
2026
Q1 		$4.22M Buy
38,501
+496
+1% +$58K 1.49% 18
2025
Q4 		$4.63M Buy
38,005
+487
+1% +$59.4K 1.72% 16
2025
Q3 		$4.52M Sell
37,518
-324
-0.9% -$37.1K 1.79% 16
2025
Q2 		$4.34M Buy
37,842
+150
+0.4% +$14.8K 1.79% 15
2025
Q1 		$3.5M Buy
37,692
+287
+0.8% +$29.2K 1.72% 14
2024
Q4 		$3.86M Sell
37,405
-68
-0.2% -$6.89K 1.9% 15
2024
Q3 		$3.62M Buy
37,473
+87
+0.2% +$8.12K 1.85% 16
2024
Q2 		$3.51M Buy
37,386
+6,643
+22% +$584K 1.99% 15
2024
Q1 		$2.67M Buy
30,743
+670
+2% +$55.6K 1.56% 21
2023
Q4 		$2.35M Buy
30,073
+1,656
+6% +$121K 1.53% 21
2023
Q3 		$1.95M Sell
28,417
-10
-0% -$710 1.43% 21
2023
Q2 		$2.01M Buy
28,427
+31
+0.1% +$2.03K 1.45% 21
2023
Q1 		$1.79M Buy
28,396
+39
+0.1% +$2.31K 1.34% 21
2022
Q4 		$1.56M Sell
28,357
-1,382
-5% -$78.2K 1.29% 21
2022
Q3 		$1.62M Buy
29,739
+1,992
+7% +$120K 1.5% 22
2022
Q2 		$1.56M Buy
27,747
+1,442
+5% +$89.1K 1.49% 19
2022
Q1 		$1.88M Buy
26,305
+41
+0.2% +$2.88K 1.58% 19
2021
Q4 		$2.06M Buy
+26,264
New +$2M 1.72% 18

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

TAGStone Capital's VONG Position: Q2 2026 in Review

TAGStone Capital increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 2.6% in Q2 2026, buying an estimated $126K and bringing the position to 39,514 shares worth $5.05M. The position accounts for 1.61% of the portfolio, ranked #19.

TAGStone Capital first reported a position in VONG in Q4 2021 and has held it in 19 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • TAGStone Capital held 39,514 shares of Vanguard Russell 1000 Growth ETF worth $5.05M as of Q2 2026.
  • TAGStone Capital bought 1,013 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $126K.
  • Vanguard Russell 1000 Growth ETF made up 1.61% of TAGStone Capital's portfolio in Q2 2026, its #19 holding.
  • TAGStone Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.