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

Bison Wealth’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
2024 Q4	$1.02M	Buy	9,877 +2	+0%	+$203	0.22%	91
2024 Q3	$953K	Buy	+9,875	New	+$921K	0.15%	143
2021 Q2	–	Sell	-17,028	Closed	-$1.06M	–	498
2021 Q1	$1.06M	Sell	17,028 -7,212	-30%	-$451K	0.46%	54
2020 Q4	$1.5M	Buy	24,240 +64	+0.3%	+$3.75K	0.7%	32
2020 Q3	$1.35M	Sell	24,176 -11,796	-33%	-$639K	0.79%	27
2020 Q2	$1.77M	Hold	35,972	–	–	1.12%	16
2020 Q1	$1.39M	Buy	35,972 +352	+1%	+$15.6K	1.01%	21
2019 Q4	$1.61M	Buy	35,620 +208	+0.6%	+$8.93K	0.77%	35
2019 Q3	$1.45M	Buy	+35,412	New	+$1.46M	0.81%	36

Other funds holding VONG

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bison Wealth's VONG Position: Q4 2024 in Review

Bison Wealth increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.02% in Q4 2024, buying an estimated $203 and bringing the position to 9,877 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #91.

Bison Wealth first reported a position in VONG in Q3 2019 and has held it in 9 quarters since. The position peaked at $1.77M in Q2 2020. 739 funds tracked by Wall St. Rank hold VONG as of Q4 2024.

Bison Wealth held 9,877 shares of Vanguard Russell 1000 Growth ETF worth $1.02M as of Q4 2024.
Bison Wealth bought 2 Vanguard Russell 1000 Growth ETF shares in Q4 2024, an estimated $203.
Vanguard Russell 1000 Growth ETF made up 0.22% of Bison Wealth's portfolio in Q4 2024, its #91 holding.
Bison Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2019 and has held it in 9 quarters since.
Bison Wealth's Vanguard Russell 1000 Growth ETF position peaked at $1.77M in Q2 2020.
739 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.