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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
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 $1.37T 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 $424B AUM 22.94% 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

Westshore Wealth's VONG Position: Q1 2026 in Review

Westshore Wealth increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 12% in Q1 2026, buying an estimated $396K and bringing the position to 31,016 shares worth $3.4M. The position accounts for 1.19% of the portfolio, ranked #17.

Westshore Wealth first reported a position in VONG in Q1 2025 and has held it in 5 quarters since. 862 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Westshore Wealth held 31,016 shares of Vanguard Russell 1000 Growth ETF worth $3.4M as of Q1 2026.
  • Westshore Wealth bought 3,388 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $396K.
  • Vanguard Russell 1000 Growth ETF made up 1.19% of Westshore Wealth's portfolio in Q1 2026, its #17 holding.
  • Westshore Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 862 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.