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Trellis Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Trellis Wealth 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 		$227K Buy
+1,775
New +$220K 0.08% 46
2026
Q1 		– Sell
-1,771
Closed -$216K – 51
2025
Q4 		$216K Buy
1,771
+2
+0.1% +$244 0.08% 42
2025
Q3 		$213K Buy
+1,769
New +$203K 0.09% 37

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Trellis Wealth Advisors's VONG Position: Q2 2026 in Review

Trellis Wealth Advisors opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026: 1,775 shares worth $227K. The stake represents 0.08% of the portfolio and ranks #46 among its holdings. This is a return to the name: Trellis Wealth Advisors previously reported a position in VONG as recently as Q4 2025.

Trellis Wealth Advisors first reported a position in VONG in Q3 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Trellis Wealth Advisors held 1,775 shares of Vanguard Russell 1000 Growth ETF worth $227K as of Q2 2026.
  • Vanguard Russell 1000 Growth ETF was a new Trellis Wealth Advisors position in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.08% of Trellis Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Trellis Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.