World Equity Group
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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
Q3 		– Sell
-5,673
Closed -$725K – 380
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

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

World Equity Group's VONG Position: Q3 2026 in Review

World Equity Group sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2026, closing a stake of 5,673 shares — an estimated $725K sold.

World Equity Group first reported a position in VONG in Q1 2022 and held it in 17 quarters. The position peaked at $1.47M in Q4 2024. 273 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • World Equity Group reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 5,673 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $725K.
  • World Equity Group first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and held it in 17 quarters.
  • World Equity Group's Vanguard Russell 1000 Growth ETF position peaked at $1.47M in Q4 2024.
  • 273 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.