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Concord Wealth Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Concord Wealth Partners’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 		– Sell
-844
Closed -$103K – 768
2025
Q4 		$103K Buy
844
+166
+24% +$20.2K 0.01% 253
2025
Q3 		$81.7K Sell
678
-166
-20% -$19K 0.01% 277
2025
Q2 		$92.2K Buy
844
+166
+24% +$16.3K 0.01% 277
2025
Q1 		$62.9K Sell
678
-43
-6% -$4.37K 0.01% 291
2024
Q4 		$74.5K Sell
721
-607
-46% -$61.5K 0.01% 281
2024
Q3 		$128K Buy
1,328
+607
+84% +$56.6K 0.02% 242
2024
Q2 		$67.6K Sell
721
-103
-13% -$9.05K 0.01% 275
2024
Q1 		$71.4K Buy
824
+103
+14% +$8.54K 0.01% 307
2023
Q4 		$56.3K Sell
721
-103
-13% -$7.5K 0.01% 342
2023
Q3 		$56.4K Hold
824
– – 0.01% 362
2023
Q2 		$58.3K Sell
824
-404
-33% -$26.4K 0.01% 341
2023
Q1 		$77.2K Hold
1,228
– – 0.02% 284
2022
Q4 		$67.7K Buy
+1,228
New +$69.5K 0.02% 314
2022
Q3 		– Sell
-1,033
Closed -$58K – 1124
2022
Q2 		$58K Buy
1,033
+546
+112% +$33.7K 0.02% 346
2022
Q1 		$35K Buy
+487
New +$34.2K 0.01% 501

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concord Wealth Partners's VONG Position: Q1 2026 in Review

Concord Wealth Partners sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026, closing a stake of 844 shares — an estimated $103K sold.

Concord Wealth Partners first reported a position in VONG in Q1 2022 and held it in 15 quarters. The position peaked at $128K in Q3 2024. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Concord Wealth Partners reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 844 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $103K.
  • Concord Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and held it in 15 quarters.
  • Concord Wealth Partners's Vanguard Russell 1000 Growth ETF position peaked at $128K in Q3 2024.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.