Trellis Wealth Advisors
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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
Q3 		$229K Buy
1,777
+2
+0.1% +$252 0.08% 48
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

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Trellis Wealth Advisors's VONG Position: Q3 2026 in Review

Trellis Wealth Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.11% in Q3 2026, buying an estimated $252 and bringing the position to 1,777 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #48.

Trellis Wealth Advisors first reported a position in VONG in Q3 2025 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Trellis Wealth Advisors held 1,777 shares of Vanguard Russell 1000 Growth ETF worth $229K as of Q3 2026.
  • Trellis Wealth Advisors bought 2 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $252.
  • Vanguard Russell 1000 Growth ETF made up 0.08% of Trellis Wealth Advisors's portfolio in Q3 2026, its #48 holding.
  • Trellis Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.