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Waterloo Capital’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Waterloo Capital’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 		$982K Sell
7,686
-3,528
-31% -$438K 0.06% 254
2026
Q1 		$1.23M Sell
11,214
-4,122
-27% -$482K 0.09% 195
2025
Q4 		$1.87M Buy
15,336
+1,759
+13% +$214K 0.13% 150
2025
Q3 		$1.64M Buy
13,577
+6,061
+81% +$695K 0.12% 159
2025
Q2 		$821K Buy
+7,516
New +$740K 0.07% 204

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 22.9% 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

Waterloo Capital's VONG Position: Q2 2026 in Review

Waterloo Capital reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 31% in Q2 2026, selling an estimated $438K and leaving 7,686 shares worth $982K. The position accounts for 0.06% of the portfolio, ranked #254.

Waterloo Capital first reported a position in VONG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.87M in Q4 2025. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Waterloo Capital held 7,686 shares of Vanguard Russell 1000 Growth ETF worth $982K as of Q2 2026.
  • Waterloo Capital sold 3,528 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $438K.
  • Vanguard Russell 1000 Growth ETF made up 0.06% of Waterloo Capital's portfolio in Q2 2026, its #254 holding.
  • Waterloo Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Waterloo Capital's Vanguard Russell 1000 Growth ETF position peaked at $1.87M in Q4 2025.
  • 958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.