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World Equity Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

World Equity 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 		$725K Sell
5,673
-229
-4% -$28.4K 0.16% 143
2026
Q1 		$647K Sell
5,902
-1,657
-22% -$194K 0.17% 150
2025
Q4 		$920K Buy
7,559
+331
+5% +$40.4K 0.26% 88
2025
Q3 		$871K Sell
7,228
-183
-2% -$21K 0.2% 107
2025
Q2 		$809K Buy
7,411
+1,624
+28% +$160K 0.22% 97
2025
Q1 		$537K Sell
5,787
-8,479
-59% -$861K 0.15% 138
2024
Q4 		$1.47M Buy
14,266
+9,275
+186% +$939K 0.32% 67
2024
Q3 		$482K Sell
4,991
-1,406
-22% -$131K 0.17% 132
2024
Q2 		$600K Sell
6,397
-1,862
-23% -$164K 0.18% 141
2024
Q1 		$716K Sell
8,259
-260
-3% -$21.6K 0.15% 147
2023
Q4 		$665K Buy
8,519
+2,354
+38% +$171K 0.13% 155
2023
Q3 		$422K Sell
6,165
-126
-2% -$8.95K 0.09% 220
2023
Q2 		$445K Buy
+6,291
New +$412K 0.13% 197
2023
Q1 		– Sell
-7,946
Closed -$438K – 587
2022
Q4 		$438K Buy
7,946
+195
+3% +$11K 0.1% 196
2022
Q3 		$420K Buy
7,751
+177
+2% +$10.7K 0.11% 190
2022
Q2 		$426K Sell
7,574
-23
-0.3% -$1.42K 0.11% 207
2022
Q1 		$542K Buy
+7,597
New +$533K 0.12% 197

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

World Equity Group's VONG Position: Q2 2026 in Review

World Equity Group reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 3.9% in Q2 2026, selling an estimated $28.4K and leaving 5,673 shares worth $725K. The position accounts for 0.16% of the portfolio, ranked #143.

World Equity Group first reported a position in VONG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.47M in Q4 2024. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • World Equity Group held 5,673 shares of Vanguard Russell 1000 Growth ETF worth $725K as of Q2 2026.
  • World Equity Group sold 229 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $28.4K.
  • Vanguard Russell 1000 Growth ETF made up 0.16% of World Equity Group's portfolio in Q2 2026, its #143 holding.
  • World Equity Group first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • World Equity Group's Vanguard Russell 1000 Growth ETF position peaked at $1.47M in Q4 2024.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.