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Whipplewood Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Whipplewood Advisors’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 		– Sell
-1,558
Closed -$190K – 1098
2025
Q4 		$190K Hold
1,558
– – 0.12% 122
2025
Q3 		$188K Hold
1,558
– – 0.12% 125
2025
Q2 		$170K Buy
1,558
+948
+155% +$93.3K 0.09% 183
2025
Q1 		$145K Sell
610
-948
-61% -$96.3K 0.09% 186
2024
Q4 		$161K Buy
+1,558
New +$158K 0.09% 184

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Whipplewood Advisors's VONG Position: Q1 2026 in Review

Whipplewood Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026, closing a stake of 1,558 shares — an estimated $190K sold.

Whipplewood Advisors first reported a position in VONG in Q4 2024 and held it in 5 quarters. The position peaked at $190K in Q4 2025. 867 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Whipplewood Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1,558 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $190K.
  • Whipplewood Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Vanguard Russell 1000 Growth ETF position peaked at $190K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.