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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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 Chicago, Illinois $481B AUM 26.39% 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

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

Bogart Wealth LLC's VONG Position: Q1 2026 in Review

Bogart Wealth LLC increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 1.6% in Q1 2026, buying an estimated $11.9K and bringing the position to 6,623 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #145.

Bogart Wealth LLC first reported a position in VONG in Q3 2021 and has held it in 19 quarters since. The position peaked at $794K in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Bogart Wealth LLC held 6,623 shares of Vanguard Russell 1000 Growth ETF worth $727K as of Q1 2026.
Bogart Wealth LLC bought 102 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $11.9K.
Vanguard Russell 1000 Growth ETF made up 0.03% of Bogart Wealth LLC's portfolio in Q1 2026, its #145 holding.
Bogart Wealth LLC first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2021 and has held it in 19 quarters since.
Bogart Wealth LLC's Vanguard Russell 1000 Growth ETF position peaked at $794K in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.