Valley National Advisers’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Valley National Advisers’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	$4.91M	Buy	38,441 +15,053	+64%	+$1.87M	0.55%	35
2026 Q1	$2.56M	Buy	23,388 +519	+2%	+$60.6K	0.33%	61
2025 Q4	$2.78M	Buy	22,869 +1,026	+5%	+$125K	0.39%	47
2025 Q3	$2.63M	Buy	21,843 +137	+0.6%	+$15.7K	0.41%	49
2025 Q2	$2.37M	Buy	21,706 +1,126	+5%	+$111K	0.39%	62
2025 Q1	$1.91M	Buy	20,580 +18,739	+1,018%	+$1.9M	0.34%	72
2024 Q4	$190K	Buy	1,841 +633	+52%	+$64.1K	0.03%	228
2024 Q3	$116K	Buy	1,208 +149	+14%	+$13.9K	0.02%	267
2024 Q2	$99K	Buy	1,059 +91	+9%	+$8K	0.01%	312
2024 Q1	$83K	Buy	968 +2	+0.2%	+$166	0.01%	337
2023 Q4	$75K	Buy	+966	New	+$70.3K	0.01%	349

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Valley National Advisers's VONG Position: Q2 2026 in Review

Valley National Advisers increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 64% in Q2 2026, buying an estimated $1.87M and bringing the position to 38,441 shares worth $4.91M. The position accounts for 0.55% of the portfolio, ranked #35.

Valley National Advisers first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Valley National Advisers held 38,441 shares of Vanguard Russell 1000 Growth ETF worth $4.91M as of Q2 2026.
Valley National Advisers bought 15,053 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.87M.
Vanguard Russell 1000 Growth ETF made up 0.55% of Valley National Advisers's portfolio in Q2 2026, its #35 holding.
Valley National Advisers first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.