Valley Wealth Managers
VONG icon

Valley Wealth Managers’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Valley Wealth Managers’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 		$52.8M Sell
409,211
-98,179
-19% -$12.4M 3% 3
2026
Q2 		$64.8M Sell
507,390
-24,259
-5% -$3.01M 3.75% 1
2026
Q1 		$58.3M Buy
531,649
+54,596
+11% +$6.38M 3.76% 1
2025
Q4 		$58.1M Buy
477,053
+26,736
+6% +$3.26M 3.72% 1
2025
Q3 		$54.3M Buy
450,317
+74,629
+20% +$8.55M 3.59% 1
2025
Q2 		$41M Sell
375,688
-87,310
-19% -$8.59M 2.95% 1
2025
Q1 		$43M Buy
462,998
+13,200
+3% +$1.34M 3.26% 2
2024
Q4 		$46.5M Sell
449,798
-66,909
-13% -$6.78M 3.47% 3
2024
Q3 		$49.9M Sell
516,707
-12,233
-2% -$1.14M 3.7% 1
2024
Q2 		$49.6M Buy
528,940
+24,385
+5% +$2.14M 3.95% 1
2024
Q1 		$43.7M Sell
504,555
-49,043
-9% -$4.07M 3.3% 1
2023
Q4 		$43.2M Buy
553,598
+44,227
+9% +$3.22M 3.37% 1
2023
Q3 		$34.9M Buy
509,371
+467,209
+1,108% +$33.2M 2.91% 2
2023
Q2 		$2.98M Sell
42,162
-690
-2% -$45.2K 0.27% 87
2023
Q1 		$2.69M Sell
42,852
-1,035
-2% -$61.3K 0.25% 88
2022
Q4 		$2.42M Buy
43,887
+2,820
+7% +$160K 0.22% 92
2022
Q3 		$2.23M Buy
41,067
+10,316
+34% +$624K 0.22% 90
2022
Q2 		$1.73M Sell
30,751
-1,029
-3% -$63.6K 0.16% 99
2022
Q1 		$2.27M Sell
31,780
-373
-1% -$26.2K 0.19% 98
2021
Q4 		$2.52M Buy
32,153
+404
+1% +$30.8K 0.2% 99
2021
Q3 		$2.24M Buy
31,749
+1,112
+4% +$80.9K 0.2% 99
2021
Q2 		$2.14M Buy
+30,637
New +$2.03M 0.18% 100
2017
Q2 		– Sell
-540
Closed -$16K – 174
2017
Q1 		$16K Hold
540
– – ﹤0.01% 166
2016
Q4 		$15K Hold
540
– – ﹤0.01% 167
2016
Q3 		$14K Buy
+540
New +$14.4K ﹤0.01% 167

Other funds holding VONG

Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LL
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
SBA
Seven Bridges Advisors New York $221M AUM
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Valley Wealth Managers's VONG Position: Q3 2026 in Review

Valley Wealth Managers reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 19% in Q3 2026, selling an estimated $12.4M and leaving 409,211 shares worth $52.8M. The position accounts for 3% of the portfolio, ranked #3.

Valley Wealth Managers first reported a position in VONG in Q3 2016 and has held it in 25 quarters since. The position peaked at $64.8M in Q2 2026. 172 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Valley Wealth Managers held 409,211 shares of Vanguard Russell 1000 Growth ETF worth $52.8M as of Q3 2026.
  • Valley Wealth Managers sold 98,179 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $12.4M.
  • Vanguard Russell 1000 Growth ETF made up 3% of Valley Wealth Managers's portfolio in Q3 2026, its #3 holding.
  • Valley Wealth Managers first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2016 and has held it in 25 quarters since.
  • Valley Wealth Managers's Vanguard Russell 1000 Growth ETF position peaked at $64.8M in Q2 2026.
  • 172 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.