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

Centricity 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
Q2 		$446K Buy
4,086
+1
+0% +$98 0.36% 49
2025
Q1 		$379K Buy
4,085
+2
+0% +$203 0.34% 49
2024
Q4 		$422K Buy
+4,083
New +$413K 0.39% 46

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Centricity Wealth Management's VONG Position: Q2 2025 in Review

Centricity Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.02% in Q2 2025, buying an estimated $98 and bringing the position to 4,086 shares worth $446K. The position accounts for 0.36% of the portfolio, ranked #49.

Centricity Wealth Management first reported a position in VONG in Q4 2024 and has held it in 3 quarters since. 750 funds tracked by Wall St. Rank hold VONG as of Q2 2025.

  • Centricity Wealth Management held 4,086 shares of Vanguard Russell 1000 Growth ETF worth $446K as of Q2 2025.
  • Centricity Wealth Management bought 1 Vanguard Russell 1000 Growth ETF share in Q2 2025, an estimated $98.
  • Vanguard Russell 1000 Growth ETF made up 0.36% of Centricity Wealth Management's portfolio in Q2 2025, its #49 holding.
  • Centricity Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 750 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.