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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
Q2 		$282K Hold
2,207
– – 0.04% 130
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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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

Vertex Planning Partners's VONG Position: Q2 2026 in Review

Vertex Planning Partners held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 2,207 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #130.

Vertex Planning Partners first reported a position in VONG in Q1 2024 and has held it in 6 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Vertex Planning Partners held 2,207 shares of Vanguard Russell 1000 Growth ETF worth $282K as of Q2 2026.
  • Vertex Planning Partners left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #130 holding.
  • Vertex Planning Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.