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WealthShield Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

WealthShield 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
Q1 		$71.6K Hold
653
– – 0.01% 428
2025
Q4 		$79.5K Hold
653
– – 0.01% 412
2025
Q3 		$78.7K Hold
653
– – 0.01% 408
2025
Q2 		$71.3K Hold
653
– – 0.01% 406
2025
Q1 		$60.6K Hold
653
– – 0.01% 409
2024
Q4 		$67.5K Hold
653
– – 0.01% 368
2024
Q3 		$63K Hold
653
– – 0.01% 377
2024
Q2 		$61.4K Hold
653
– – 0.01% 350
2024
Q1 		$56.6K Hold
653
– – 0.01% 347
2023
Q4 		$50.9K Sell
653
-83,564
-99% -$6.08M 0.01% 359
2023
Q3 		$5.76M Sell
84,217
-2,851
-3% -$203K 0.87% 26
2023
Q2 		$6.16M Buy
87,068
+51,757
+147% +$3.39M 0.93% 25
2023
Q1 		$2.22M Buy
35,311
+25,889
+275% +$1.53M 0.36% 70
2022
Q4 		$519K Buy
9,422
+1,933
+26% +$109K 0.1% 188
2022
Q3 		$407K Buy
7,489
+707
+10% +$42.8K 0.08% 219
2022
Q2 		$383K Sell
6,782
-160
-2% -$9.88K 0.08% 224
2022
Q1 		$495K Sell
6,942
-31,539
-82% -$2.21M 0.08% 233
2021
Q4 		$3.02M Buy
38,481
+34,675
+911% +$2.64M 0.5% 52
2021
Q3 		$269K Buy
3,806
+2,587
+212% +$188K 0.07% 198
2021
Q2 		$85K Buy
+1,219
New +$80.8K 0.01% 386

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

WealthShield Partners's VONG Position: Q1 2026 in Review

WealthShield Partners held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q1 2026 at 653 shares worth $71.6K. The position accounts for 0.01% of the portfolio, ranked #428.

WealthShield Partners first reported a position in VONG in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.16M in Q2 2023. 861 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • WealthShield Partners held 653 shares of Vanguard Russell 1000 Growth ETF worth $71.6K as of Q1 2026.
  • WealthShield Partners left its Vanguard Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #428 holding.
  • WealthShield Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • WealthShield Partners's Vanguard Russell 1000 Growth ETF position peaked at $6.16M in Q2 2023.
  • 861 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.