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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
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 $1.37T 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

Waverly Advisors's VONG Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 59% in Q1 2026, buying an estimated $234K and bringing the position to 5,383 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Waverly Advisors first reported a position in VONG in Q2 2025 and has held it in 4 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Waverly Advisors held 5,383 shares of Vanguard Russell 1000 Growth ETF worth $590K as of Q1 2026.
  • Waverly Advisors bought 2,002 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $234K.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1005 holding.
  • Waverly Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.