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

Bogart Wealth LLC’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
Q2 		$847K Hold
6,623
– – 0.03% 143
2026
Q1 		$727K Buy
6,623
+102
+2% +$11.9K 0.03% 145
2025
Q4 		$794K Buy
6,521
+32
+0.5% +$3.9K 0.03% 138
2025
Q3 		$782K Sell
6,489
-150
-2% -$17.2K 0.03% 141
2025
Q2 		$725K Hold
6,639
– – 0.03% 140
2025
Q1 		$616K Sell
6,639
-151
-2% -$15.3K 0.03% 145
2024
Q4 		$701K Buy
6,790
+181
+3% +$18.3K 0.03% 137
2024
Q3 		$638K Hold
6,609
– – 0.03% 139
2024
Q2 		$620K Buy
6,609
+5,607
+560% +$493K 0.03% 135
2024
Q1 		$86.8K Hold
1,002
– – ﹤0.01% 297
2023
Q4 		$78.1K Hold
1,002
– – ﹤0.01% 296
2023
Q3 		$68.5K Hold
1,002
– – ﹤0.01% 294
2023
Q2 		$70.9K Hold
1,002
– – ﹤0.01% 285
2023
Q1 		$63K Hold
1,002
– – ﹤0.01% 287
2022
Q4 		$55.2K Buy
1,002
+301
+43% +$17K ﹤0.01% 294
2022
Q3 		$38K Hold
701
– – ﹤0.01% 336
2022
Q2 		$39K Hold
701
– – ﹤0.01% 319
2022
Q1 		$50K Hold
701
– – ﹤0.01% 271
2021
Q4 		$55K Buy
701
+685
+4,281% +$52.2K 0.01% 250
2021
Q3 		$1K Buy
+16
New +$1.16K ﹤0.01% 707

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bogart Wealth LLC's VONG Position: Q2 2026 in Review

Bogart Wealth LLC held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 6,623 shares worth $847K. The position accounts for 0.03% of the portfolio, ranked #143.

Bogart Wealth LLC first reported a position in VONG in Q3 2021 and has held it in 20 quarters since. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Bogart Wealth LLC held 6,623 shares of Vanguard Russell 1000 Growth ETF worth $847K as of Q2 2026.
  • Bogart Wealth LLC left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.03% of Bogart Wealth LLC's portfolio in Q2 2026, its #143 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.