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TrueWealth Financial Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

TrueWealth Financial Partners’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 		– Sell
-3,237
Closed -$355K – 63
2026
Q1 		$355K Buy
+3,237
New +$378K 0.14% 43

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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

TrueWealth Financial Partners's VONG Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026, closing a stake of 3,237 shares — an estimated $355K sold.

TrueWealth Financial Partners first reported a position in VONG in Q1 2026 and held it in 1 quarter. The position peaked at $355K in Q1 2026. 949 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 3,237 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $355K.
  • TrueWealth Financial Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2026 and held it in 1 quarter.
  • TrueWealth Financial Partners's Vanguard Russell 1000 Growth ETF position peaked at $355K in Q1 2026.
  • 949 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.