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

Carolinas Wealth Consulting’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
Q2 		– Sell
-461,247
Closed -$37.2M – 929
2025
Q1 		$37.2M Sell
461,247
-19,504
-4% -$1.98M 8.01% 1
2024
Q4 		$43.5M Buy
480,751
+4,717
+1% +$478K 8.54% 1
2024
Q3 		$42.5M Sell
476,034
-5,515
-1% -$515K 7.71% 1
2024
Q2 		$41.9M Sell
481,549
-19,824
-4% -$1.74M 8.09% 1
2024
Q1 		$40.4M Buy
501,373
+40,225
+9% +$3.34M 7.96% 1
2023
Q4 		$36M Buy
461,148
+2,789
+0.6% +$203K 7.83% 1
2023
Q3 		$30.9M Sell
458,359
-17,560
-4% -$1.25M 7.71% 1
2023
Q2 		$33.7M Sell
475,919
-9,439
-2% -$618K 6.68% 1
2023
Q1 		$30.5M Sell
485,358
-14,601
-3% -$865K 6.5% 1
2022
Q4 		$27.6M Buy
499,959
+14,673
+3% +$830K 6.24% 2
2022
Q3 		$26.4M Buy
485,286
+46,464
+11% +$2.81M 6.67% 1
2022
Q2 		$24.8M Sell
438,822
-36,576
-8% -$2.26M 6.15% 2
2022
Q1 		$26.5M Buy
475,398
+142,617
+43% +$10M 5.85% 2
2021
Q4 		$26.1M Sell
332,781
-3,991
-1% -$304K 5.69% 2
2021
Q3 		$23.8M Sell
336,772
-10,679
-3% -$777K 5.54% 2
2021
Q2 		$24.3M Buy
347,451
+6,435
+2% +$427K 5.34% 2
2021
Q1 		$21.3M Sell
341,016
-4,376
-1% -$274K 5.18% 2
2020
Q4 		$21.4M Buy
345,392
+10,776
+3% +$631K 5.75% 2
2020
Q3 		$18.6M Buy
334,616
+6,188
+2% +$335K 6.27% 3
2020
Q2 		$16.2M Buy
328,428
+35,720
+12% +$1.62M 6.38% 3
2020
Q1 		$11.3M Buy
292,708
+154,388
+112% +$6.84M 6.13% 3
2019
Q4 		$6.23M Buy
+138,320
New +$5.94M 6.49% 3

Other funds holding VONG

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carolinas Wealth Consulting's VONG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2025, closing a stake of 461,247 shares — an estimated $37.2M sold.

Carolinas Wealth Consulting first reported a position in VONG in Q4 2019 and held it in 22 quarters. The position peaked at $43.5M in Q4 2024. 747 funds tracked by Wall St. Rank hold VONG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 461,247 Vanguard Russell 1000 Growth ETF shares in Q2 2025, an estimated $37.2M.
  • Carolinas Wealth Consulting first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Vanguard Russell 1000 Growth ETF position peaked at $43.5M in Q4 2024.
  • 747 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.