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

Black Point 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
2025
Q1 		– Sell
-12,191
Closed -$1.26M – 40
2024
Q4 		$1.26M Buy
12,191
+126
+1% +$12.8K 1.46% 10
2024
Q3 		$1.16M Buy
12,065
+233
+2% +$21.7K 1.35% 10
2024
Q2 		$1.11M Buy
+11,832
New +$1.04M 1.15% 10

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Black Point Wealth Management's VONG Position: Q1 2025 in Review

Black Point Wealth Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2025, closing a stake of 12,191 shares — an estimated $1.26M sold.

Black Point Wealth Management first reported a position in VONG in Q2 2024 and held it in 3 quarters. The position peaked at $1.26M in Q4 2024. 711 funds tracked by Wall St. Rank hold VONG as of Q1 2025.

  • Black Point Wealth Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 12,191 Vanguard Russell 1000 Growth ETF shares in Q1 2025, an estimated $1.26M.
  • Black Point Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and held it in 3 quarters.
  • Black Point Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $1.26M in Q4 2024.
  • 711 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.