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Vertex Planning Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Vertex Planning 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
Q1 		$242K Sell
2,207
-103
-4% -$12K 0.05% 118
2025
Q4 		$281K Buy
2,310
+324
+16% +$39.5K 0.07% 109
2025
Q3 		$239K Hold
1,986
– – 0.05% 182
2025
Q2 		$217K Buy
+1,986
New +$195K 0.05% 177
2024
Q2 		– Sell
-2,506
Closed -$217K – 158
2024
Q1 		$217K Buy
+2,506
New +$208K 0.06% 148

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vertex Planning Partners's VONG Position: Q1 2026 in Review

Vertex Planning Partners reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 4.5% in Q1 2026, selling an estimated $12K and leaving 2,207 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #118.

Vertex Planning Partners first reported a position in VONG in Q1 2024 and has held it in 5 quarters since. The position peaked at $281K in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Vertex Planning Partners held 2,207 shares of Vanguard Russell 1000 Growth ETF worth $242K as of Q1 2026.
  • Vertex Planning Partners sold 103 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $12K.
  • Vanguard Russell 1000 Growth ETF made up 0.05% of Vertex Planning Partners's portfolio in Q1 2026, its #118 holding.
  • Vertex Planning Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • Vertex Planning Partners's Vanguard Russell 1000 Growth ETF position peaked at $281K in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.