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Whittier Trust’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Whittier Trust’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 		$450K Hold
3,559
– – ﹤0.01% 498
2026
Q1 		$395K Hold
3,559
– – ﹤0.01% 474
2025
Q4 		$436K Hold
3,559
– – ﹤0.01% 454
2025
Q3 		$430K Buy
3,559
+2,378
+201% +$273K ﹤0.01% 456
2025
Q2 		$129K Hold
1,181
– – ﹤0.01% 732
2025
Q1 		$110K Hold
1,181
– – ﹤0.01% 758
2024
Q4 		$122K Buy
1,181
+1,166
+7,773% +$118K ﹤0.01% 751
2024
Q3 		$1.45K Buy
+15
New +$1.4K ﹤0.01% 1472

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

Whittier Trust's VONG Position: Q2 2026 in Review

Whittier Trust held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 3,559 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Whittier Trust first reported a position in VONG in Q3 2024 and has held it in 8 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Whittier Trust held 3,559 shares of Vanguard Russell 1000 Growth ETF worth $450K as of Q2 2026.
  • Whittier Trust left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #498 holding.
  • Whittier Trust first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.