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Waverly Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Waverly Advisors’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 		$417K Sell
3,261
-2,122
-39% -$263K ﹤0.01% 1257
2026
Q1 		$590K Buy
5,383
+2,002
+59% +$234K ﹤0.01% 1005
2025
Q4 		$412K Buy
3,381
+909
+37% +$111K ﹤0.01% 1082
2025
Q3 		$298K Buy
2,472
+420
+20% +$48.1K ﹤0.01% 1044
2025
Q2 		$224K Buy
+2,052
New +$202K ﹤0.01% 1082

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

Waverly Advisors's VONG Position: Q2 2026 in Review

Waverly Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 39% in Q2 2026, selling an estimated $263K and leaving 3,261 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Waverly Advisors first reported a position in VONG in Q2 2025 and has held it in 5 quarters since. The position peaked at $590K in Q1 2026. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Waverly Advisors held 3,261 shares of Vanguard Russell 1000 Growth ETF worth $417K as of Q2 2026.
  • Waverly Advisors sold 2,122 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $263K.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1257 holding.
  • Waverly Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Vanguard Russell 1000 Growth ETF position peaked at $590K in Q1 2026.
  • 958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.