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Baltimore-Washington Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Baltimore-Washington Financial Advisors’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 		$58.9M Buy
537,037
+26,317
+5% +$3.07M 2.54% 12
2025
Q4 		$62.2M Buy
510,720
+23,880
+5% +$2.91M 2.59% 11
2025
Q3 		$58.7M Buy
486,840
+14,810
+3% +$1.7M 2.52% 9
2025
Q2 		$51.5M Sell
472,030
-3,204
-0.7% -$315K 2.4% 9
2025
Q1 		$44.1M Sell
475,234
-8,302
-2% -$843K 2.34% 11
2024
Q4 		$49.9M Buy
483,536
+9,376
+2% +$949K 2.57% 8
2024
Q3 		$45.8M Buy
474,160
+13,531
+3% +$1.26M 2.46% 9
2024
Q2 		$43.2M Buy
460,629
+20,434
+5% +$1.8M 2.5% 8
2024
Q1 		$38.2M Buy
440,195
+24,785
+6% +$2.06M 2.37% 8
2023
Q4 		$32.4M Buy
415,410
+60,506
+17% +$4.4M 2.25% 8
2023
Q3 		$24.3M Buy
354,904
+30,235
+9% +$2.15M 1.97% 14
2023
Q2 		$23M Buy
324,669
+213,574
+192% +$14M 1.83% 15
2023
Q1 		$6.99M Buy
111,095
+43,412
+64% +$2.57M 0.62% 57
2022
Q4 		$3.73M Buy
67,683
+48,872
+260% +$2.76M 0.36% 72
2022
Q3 		$1.02M Buy
+18,811
New +$1.14M 0.09% 95

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

Baltimore-Washington Financial Advisors's VONG Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 5.2% in Q1 2026, buying an estimated $3.07M and bringing the position to 537,037 shares worth $58.9M. The position accounts for 2.54% of the portfolio, ranked #12.

Baltimore-Washington Financial Advisors first reported a position in VONG in Q3 2022 and has held it in 15 quarters since. The position peaked at $62.2M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Baltimore-Washington Financial Advisors held 537,037 shares of Vanguard Russell 1000 Growth ETF worth $58.9M as of Q1 2026.
  • Baltimore-Washington Financial Advisors bought 26,317 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.07M.
  • Vanguard Russell 1000 Growth ETF made up 2.54% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • Baltimore-Washington Financial Advisors's Vanguard Russell 1000 Growth ETF position peaked at $62.2M in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.