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AE Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

AE Wealth Management’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
Q1 		$691K Buy
6,303
+1,593
+34% +$186K ﹤0.01% 968
2025
Q4 		$573K Sell
4,710
-14,088
-75% -$1.72M ﹤0.01% 996
2025
Q3 		$2.27M Buy
18,798
+3,978
+27% +$456K 0.01% 535
2025
Q2 		$1.62M Sell
14,820
-7,436
-33% -$732K 0.01% 588
2025
Q1 		$2.07M Sell
22,256
-20,114
-47% -$2.04M 0.02% 521
2024
Q4 		$4.38M Sell
42,370
-322
-0.8% -$32.6K 0.04% 363
2024
Q3 		$4.12M Buy
42,692
+1,881
+5% +$176K 0.04% 368
2024
Q2 		$3.83M Buy
40,811
+30,914
+312% +$2.72M 0.04% 389
2024
Q1 		$858K Sell
9,897
-79,504
-89% -$6.59M 0.01% 684
2023
Q4 		$7.25M Buy
89,401
+1,238
+1% +$90.1K 0.04% 485
2023
Q3 		$6.03M Sell
88,163
-19,756
-18% -$1.4M 0.04% 498
2023
Q2 		$7.64M Buy
107,919
+28,431
+36% +$1.86M 0.05% 431
2023
Q1 		$5M Buy
79,488
+27,277
+52% +$1.62M 0.03% 508
2022
Q4 		$2.88M Sell
52,211
-5,252
-9% -$297K 0.02% 626
2022
Q3 		$3.12M Sell
57,463
-5,120
-8% -$310K 0.02% 558
2022
Q2 		$3.52M Sell
62,583
-611
-1% -$37.7K 0.03% 487
2022
Q1 		$4.51M Buy
63,194
+1,795
+3% +$126K 0.03% 466
2021
Q4 		$4.82M Buy
61,399
+7,068
+13% +$539K 0.03% 423
2021
Q3 		$3.83M Buy
54,331
+11,824
+28% +$860K 0.03% 441
2021
Q2 		$2.97M Buy
42,507
+6,503
+18% +$431K 0.03% 516
2021
Q1 		$2.25M Buy
36,004
+8,016
+29% +$502K 0.02% 539
2020
Q4 		$1.73M Buy
27,988
+13,208
+89% +$773K 0.02% 544
2020
Q3 		$824K Buy
14,780
+2,624
+22% +$142K 0.01% 694
2020
Q2 		$600K Buy
+12,156
New +$551K 0.01% 799
2020
Q1 		– Sell
-4,468
Closed -$202K – 1282
2019
Q4 		$202K Buy
+4,468
New +$192K ﹤0.01% 1056

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AE Wealth Management's VONG Position: Q1 2026 in Review

AE Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 34% in Q1 2026, buying an estimated $186K and bringing the position to 6,303 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

AE Wealth Management first reported a position in VONG in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.64M in Q2 2023. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • AE Wealth Management held 6,303 shares of Vanguard Russell 1000 Growth ETF worth $691K as of Q1 2026.
  • AE Wealth Management bought 1,593 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $186K.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #968 holding.
  • AE Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • AE Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $7.64M in Q2 2023.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.