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Bartlett & Co Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Bartlett & Co 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 		$222K Hold
1,801
– – ﹤0.01% 445
2025
Q4 		$219K Hold
1,801
– – ﹤0.01% 441
2025
Q3 		$217K Hold
1,801
– – ﹤0.01% 435
2025
Q2 		$197K Sell
1,801
-469
-21% -$46.2K ﹤0.01% 447
2025
Q1 		$211K Buy
2,270
+469
+26% +$47.6K ﹤0.01% 438
2024
Q4 		$186K Hold
1,801
– – ﹤0.01% 452
2024
Q3 		$174K Sell
1,801
-170
-9% -$15.9K ﹤0.01% 464
2024
Q2 		$185K Buy
+1,971
New +$173K ﹤0.01% 446
2021
Q3 		– Sell
-296
Closed -$20.7K – 1080
2021
Q2 		$20.7K Hold
296
– – ﹤0.01% 622
2021
Q1 		$18.5K Hold
296
– – ﹤0.01% 674
2020
Q4 		$18.3K Buy
+296
New +$17.3K ﹤0.01% 675

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

Bartlett & Co Wealth Management's VONG Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q1 2026 at 1,801 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Bartlett & Co Wealth Management first reported a position in VONG in Q4 2020 and has held it in 11 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Bartlett & Co Wealth Management held 1,801 shares of Vanguard Russell 1000 Growth ETF worth $222K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #445 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2020 and has held it in 11 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.