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Planning Strategies Inc.’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Planning Strategies Inc.’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 		$26.3M Buy
+205,539
New +$25.5M 16.39% 1

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Planning Strategies Inc.'s VONG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026: 205,539 shares worth $26.3M. The stake represents 16.39% of the portfolio and ranks #1 among its holdings.

365 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Planning Strategies Inc. held 205,539 shares of Vanguard Russell 1000 Growth ETF worth $26.3M as of Q2 2026.
  • Vanguard Russell 1000 Growth ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 16.39% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1 holding.
  • 365 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.