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

Westshore Wealth’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 		$3.51M Sell
27,465
-3,551
-11% -$441K 1.09% 16
2026
Q1 		$3.4M Buy
31,016
+3,388
+12% +$396K 1.19% 17
2025
Q4 		$3.36M Buy
27,628
+8,581
+45% +$1.05M 1.11% 17
2025
Q3 		$2.3M Buy
19,047
+6,067
+47% +$695K 0.78% 22
2025
Q2 		$1.42M Buy
12,980
+7,950
+158% +$783K 0.54% 26
2025
Q1 		$467K Buy
+5,030
New +$511K 0.2% 43

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

Westshore Wealth's VONG Position: Q2 2026 in Review

Westshore Wealth reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 11% in Q2 2026, selling an estimated $441K and leaving 27,465 shares worth $3.51M. The position accounts for 1.09% of the portfolio, ranked #16.

Westshore Wealth first reported a position in VONG in Q1 2025 and has held it in 6 quarters since. 957 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Westshore Wealth held 27,465 shares of Vanguard Russell 1000 Growth ETF worth $3.51M as of Q2 2026.
  • Westshore Wealth sold 3,551 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $441K.
  • Vanguard Russell 1000 Growth ETF made up 1.09% of Westshore Wealth's portfolio in Q2 2026, its #16 holding.
  • Westshore Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 957 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.