Wharton Business Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Wharton Business 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	$596K	Hold	4,660	–	–	0.02%	95
2026 Q1	$511K	Hold	4,660	–	–	0.02%	96
2025 Q4	$567K	Hold	4,660	–	–	0.02%	95
2025 Q3	$562K	Hold	4,660	–	–	0.02%	95
2025 Q2	$509K	Hold	4,660	–	–	0.02%	99
2025 Q1	$432K	Hold	4,660	–	–	0.02%	100
2024 Q4	$481K	Hold	4,660	–	–	0.02%	97
2024 Q3	$450K	Hold	4,660	–	–	0.02%	106
2024 Q2	$437K	Hold	4,660	–	–	0.02%	101
2024 Q1	$404K	Hold	4,660	–	–	0.02%	103
2023 Q4	$364K	Hold	4,660	–	–	0.02%	102
2023 Q3	$319K	Hold	4,660	–	–	0.02%	114
2023 Q2	$330K	Sell	4,660 -1,435	-24%	-$93.9K	0.02%	106
2023 Q1	$383K	Hold	6,095	–	–	0.02%	106
2022 Q4	$336K	Hold	6,095	–	–	0.02%	112
2022 Q3	$330K	Hold	6,095	–	–	0.02%	105
2022 Q2	$343K	Buy	6,095 +285	+5%	+$17.6K	0.02%	103
2022 Q1	$415K	Hold	5,810	–	–	0.03%	98
2021 Q4	$456K	Hold	5,810	–	–	0.03%	98
2021 Q3	$409K	Buy	+5,810	New	+$423K	0.04%	50
2021 Q2	–	Sell	-5,960	Closed	-$373K	–	130
2021 Q1	$373K	Sell	5,960 -560	-9%	-$35K	0.03%	95
2020 Q4	$404K	Hold	6,520	–	–	0.03%	85
2020 Q3	$363K	Hold	6,520	–	–	0.03%	82
2020 Q2	$322K	Buy	+6,520	New	+$296K	0.03%	85

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wharton Business Group's VONG Position: Q2 2026 in Review

Wharton Business Group held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 4,660 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #95.

Wharton Business Group first reported a position in VONG in Q2 2020 and has held it in 24 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Wharton Business Group held 4,660 shares of Vanguard Russell 1000 Growth ETF worth $596K as of Q2 2026.
Wharton Business Group left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Growth ETF made up 0.02% of Wharton Business Group's portfolio in Q2 2026, its #95 holding.
Wharton Business Group first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2020 and has held it in 24 quarters since.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.