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Wealth Dimensions Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Wealth Dimensions Group’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 		$26.3M Buy
205,402
+1,071
+0.5% +$133K 4.7% 6
2026
Q1 		$22.4M Buy
204,331
+4,373
+2% +$511K 4.41% 7
2025
Q4 		$24.3M Sell
199,958
-1,046
-0.5% -$128K 4.83% 6
2025
Q3 		$24.2M Buy
201,004
+330
+0.2% +$37.8K 4.98% 6
2025
Q2 		$21.9M Buy
200,674
+4,687
+2% +$461K 4.83% 6
2025
Q1 		$18.2M Buy
195,987
+7,045
+4% +$716K 4.34% 8
2024
Q4 		$19.5M Sell
188,942
-1,424
-0.7% -$144K 4.78% 6
2024
Q3 		$18.4M Buy
190,366
+8,092
+4% +$755K 4.65% 6
2024
Q2 		$17.1M Sell
182,274
-1,693
-0.9% -$149K 4.87% 7
2024
Q1 		$15.9M Sell
183,967
-7,391
-4% -$613K 4.71% 7
2023
Q4 		$14.9M Sell
191,358
-5,494
-3% -$400K 4.73% 7
2023
Q3 		$13.5M Buy
196,852
+1,621
+0.8% +$115K 4.89% 6
2023
Q2 		$13.8M Buy
195,231
+1,454
+0.8% +$95.2K 5.03% 6
2023
Q1 		$12.2M Buy
193,777
+7,802
+4% +$462K 4.71% 6
2022
Q4 		$10.3M Sell
185,975
-13,496
-7% -$764K 4.19% 6
2022
Q3 		$10.8M Buy
199,471
+10,697
+6% +$647K 5.35% 4
2022
Q2 		$10.6M Buy
188,774
+10,243
+6% +$633K 5.04% 6
2022
Q1 		$12.7M Buy
178,531
+10,755
+6% +$755K 5.9% 4
2021
Q4 		$13.2M Buy
167,776
+4,955
+3% +$378K 6.45% 3
2021
Q3 		$11.5M Buy
162,821
+6,494
+4% +$472K 7.34% 2
2021
Q2 		$10.9M Buy
156,327
+32,663
+26% +$2.17M 7.4% 2
2021
Q1 		$7.73M Buy
123,664
+9,160
+8% +$573K 6% 3
2020
Q4 		$7.09M Buy
+114,504
New +$6.71M 6.13% 4

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

Wealth Dimensions Group's VONG Position: Q2 2026 in Review

Wealth Dimensions Group increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.52% in Q2 2026, buying an estimated $133K and bringing the position to 205,402 shares worth $26.3M. The position accounts for 4.7% of the portfolio, ranked #6.

Wealth Dimensions Group first reported a position in VONG in Q4 2020 and has held it in 23 quarters since. 950 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Wealth Dimensions Group held 205,402 shares of Vanguard Russell 1000 Growth ETF worth $26.3M as of Q2 2026.
  • Wealth Dimensions Group bought 1,071 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $133K.
  • Vanguard Russell 1000 Growth ETF made up 4.7% of Wealth Dimensions Group's portfolio in Q2 2026, its #6 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 950 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.