ZF
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Zhang Financial’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Zhang Financial’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 		$20.9M Buy
163,754
+102,541
+168% +$12.7M 0.61% 39
2026
Q1 		$6.71M Buy
61,213
+13,601
+29% +$1.59M 0.23% 61
2025
Q4 		$5.8M Buy
47,612
+8,870
+23% +$1.08M 0.22% 66
2025
Q3 		$4.67M Sell
38,742
-1,303
-3% -$149K 0.19% 66
2025
Q2 		$4.37M Buy
40,045
+2,889
+8% +$284K 0.2% 63
2025
Q1 		$3.45M Buy
37,156
+715
+2% +$72.6K 0.18% 69
2024
Q4 		$3.76M Sell
36,441
-325
-0.9% -$32.9K 0.22% 59
2024
Q3 		$3.55M Buy
36,766
+35
+0.1% +$3.27K 0.22% 61
2024
Q2 		$3.45M Buy
36,731
+1,119
+3% +$98.4K 0.24% 56
2024
Q1 		$3.09M Buy
35,612
+19
+0.1% +$1.58K 0.23% 62
2023
Q4 		$2.78M Buy
35,593
+1,118
+3% +$81.4K 0.24% 58
2023
Q3 		$2.37M Buy
34,475
+3,500
+11% +$249K 0.24% 57
2023
Q2 		$2.19M Buy
30,975
+3,461
+13% +$227K 0.22% 61
2023
Q1 		$1.73M Buy
27,514
+16,917
+160% +$1M 0.2% 68
2022
Q4 		$584K Buy
10,597
+6,000
+131% +$339K 0.07% 135
2022
Q3 		$249K Buy
+4,597
New +$278K 0.04% 187

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

Zhang Financial's VONG Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 168% in Q2 2026, buying an estimated $12.7M and bringing the position to 163,754 shares worth $20.9M. The position accounts for 0.61% of the portfolio, ranked #39.

Zhang Financial first reported a position in VONG in Q3 2022 and has held it in 16 quarters since. 950 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Zhang Financial held 163,754 shares of Vanguard Russell 1000 Growth ETF worth $20.9M as of Q2 2026.
  • Zhang Financial bought 102,541 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $12.7M.
  • Vanguard Russell 1000 Growth ETF made up 0.61% of Zhang Financial's portfolio in Q2 2026, its #39 holding.
  • Zhang Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 950 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.