Wealthspire Advisors (New York)’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Wealthspire Advisors (New York)’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	$2.28M	Buy	20,743 +1,608	+8%	+$188K	0.02%	271
2025 Q4	$2.33M	Buy	19,135 +597	+3%	+$72.8K	0.02%	271
2025 Q3	$2.23M	Buy	18,538 +2,208	+14%	+$253K	0.01%	260
2025 Q2	$1.78M	Buy	16,330 +32	+0.2%	+$3.15K	0.01%	294
2025 Q1	$1.51M	Buy	16,298 +1,339	+9%	+$136K	0.01%	315
2024 Q4	$1.55M	Buy	14,959 +225	+2%	+$22.8K	0.02%	288
2024 Q3	$1.42M	Buy	14,734 +5,703	+63%	+$532K	0.01%	310
2024 Q2	$847K	Buy	+9,031	New	+$794K	0.01%	341
2024 Q1	–	Sell	-2,753	Closed	-$215K	–	671
2023 Q4	$215K	Sell	2,753 -523	-16%	-$38.1K	﹤0.01%	601
2023 Q3	$224K	Sell	3,276 -2,033	-38%	-$144K	﹤0.01%	547
2023 Q2	$376K	Hold	5,309	–	–	0.01%	418
2023 Q1	$334K	Sell	5,309 -4,327	-45%	-$256K	0.01%	422
2022 Q4	$531K	Sell	9,636 -4,202	-30%	-$238K	0.01%	357
2022 Q3	$750K	Buy	13,838 +9,188	+198%	+$556K	0.02%	273
2022 Q2	$262K	Buy	4,650 +1,104	+31%	+$68.2K	0.01%	428
2022 Q1	$253K	Hold	3,546	–	–	0.01%	381
2021 Q4	$279K	Hold	3,546	–	–	0.01%	437
2021 Q3	$250K	Buy	+3,546	New	+$258K	0.01%	497
2021 Q2	–	Sell	-5,896	Closed	-$369K	–	658
2021 Q1	$369K	Buy	+5,896	New	+$369K	0.01%	489

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s VONG Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 8.4% in Q1 2026, buying an estimated $188K and bringing the position to 20,743 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #271.

Wealthspire Advisors (New York) first reported a position in VONG in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q4 2025. 864 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Wealthspire Advisors (New York) held 20,743 shares of Vanguard Russell 1000 Growth ETF worth $2.28M as of Q1 2026.
Wealthspire Advisors (New York) bought 1,608 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $188K.
Vanguard Russell 1000 Growth ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #271 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2021 and has held it in 19 quarters since.
Wealthspire Advisors (New York)'s Vanguard Russell 1000 Growth ETF position peaked at $2.33M in Q4 2025.
864 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.