U.S. Capital Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

U.S. Capital 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 Q1	$1.32M	Sell	11,992 -7,972	-40%	-$931K	0.03%	443
2025 Q4	$2.43M	Buy	19,964 +9,833	+97%	+$1.2M	0.06%	294
2025 Q3	$1.22M	Buy	+10,131	New	+$1.16M	0.03%	434
2024 Q1	–	Sell	-2,928	Closed	-$228K	–	712
2023 Q4	$228K	Buy	+2,928	New	+$213K	0.01%	604

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's VONG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 40% in Q1 2026, selling an estimated $931K and leaving 11,992 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #443.

U.S. Capital Wealth Advisors first reported a position in VONG in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.43M in Q4 2025. 864 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

U.S. Capital Wealth Advisors held 11,992 shares of Vanguard Russell 1000 Growth ETF worth $1.32M as of Q1 2026.
U.S. Capital Wealth Advisors sold 7,972 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $931K.
Vanguard Russell 1000 Growth ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #443 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 4 quarters since.
U.S. Capital Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $2.43M in Q4 2025.
864 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.