Winthrop Advisory Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Winthrop Advisory 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	$14M	Buy	109,467 +24,609	+29%	+$3.05M	0.94%	19
2026 Q1	$9.31M	Buy	84,858 +23,067	+37%	+$2.7M	0.76%	26
2025 Q4	$7.52M	Buy	61,791 +49,091	+387%	+$5.99M	0.64%	26
2025 Q3	$1.53M	Buy	+12,700	New	+$1.46M	0.13%	57

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

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Winthrop Advisory Group's VONG Position: Q2 2026 in Review

Winthrop Advisory Group increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 29% in Q2 2026, buying an estimated $3.05M and bringing the position to 109,467 shares worth $14M. The position accounts for 0.94% of the portfolio, ranked #19.

Winthrop Advisory Group first reported a position in VONG in Q3 2025 and has held it in 4 quarters since. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Winthrop Advisory Group held 109,467 shares of Vanguard Russell 1000 Growth ETF worth $14M as of Q2 2026.
Winthrop Advisory Group bought 24,609 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.05M.
Vanguard Russell 1000 Growth ETF made up 0.94% of Winthrop Advisory Group's portfolio in Q2 2026, its #19 holding.
Winthrop Advisory Group first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.