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Atomi Financial Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Atomi Financial 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
2025
Q2 		– Sell
-8,064
Closed -$748K – 1176
2025
Q1 		$748K Buy
8,064
+1,672
+26% +$170K 0.03% 383
2024
Q4 		$660K Sell
6,392
-137
-2% -$13.9K 0.03% 371
2024
Q3 		$630K Sell
6,529
-50
-0.8% -$4.67K 0.04% 372
2024
Q2 		$617K Buy
6,579
+373
+6% +$32.8K 0.05% 330
2024
Q1 		$538K Sell
6,206
-3
-0% -$249 0.05% 327
2023
Q4 		$484K Buy
+6,209
New +$452K 0.07% 279

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atomi Financial Group's VONG Position: Q2 2025 in Review

Atomi Financial Group sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2025, closing a stake of 8,064 shares — an estimated $748K sold.

Atomi Financial Group first reported a position in VONG in Q4 2023 and held it in 6 quarters. The position peaked at $748K in Q1 2025. 747 funds tracked by Wall St. Rank hold VONG as of Q2 2025.

  • Atomi Financial Group reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 8,064 Vanguard Russell 1000 Growth ETF shares in Q2 2025, an estimated $748K.
  • Atomi Financial Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and held it in 6 quarters.
  • Atomi Financial Group's Vanguard Russell 1000 Growth ETF position peaked at $748K in Q1 2025.
  • 747 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.