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

Congress 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	$51.2M	Sell	469,420 -11,641	-2%	-$1.15M	0.5%	36
2025 Q1	$44.6M	Sell	481,061 -2,276	-0.5%	-$231K	0.53%	37
2024 Q4	$49.9M	Buy	483,337 +1,706	+0.4%	+$173K	0.69%	27
2024 Q3	$46.5M	Sell	481,631 -115,366	-19%	-$10.8M	0.62%	29
2024 Q2	$56M	Buy	596,997 +1,843	+0.3%	+$162K	0.89%	18
2024 Q1	$51.6M	Buy	595,154 +2,408	+0.4%	+$200K	0.89%	18
2023 Q4	$46.2M	Sell	592,746 -61	-0%	-$4.44K	0.85%	20
2023 Q3	$40.6M	Buy	+592,807	New	+$42.1M	0.84%	22

Other funds holding VONG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Congress Wealth Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 2.4% in Q2 2025, selling an estimated $1.15M and leaving 469,420 shares worth $51.2M. The position accounts for 0.5% of the portfolio, ranked #36.

Congress Wealth Management first reported a position in VONG in Q3 2023 and has held it in 8 quarters since. The position peaked at $56M in Q2 2024. 750 funds tracked by Wall St. Rank hold VONG as of Q2 2025.

Congress Wealth Management held 469,420 shares of Vanguard Russell 1000 Growth ETF worth $51.2M as of Q2 2025.
Congress Wealth Management sold 11,641 Vanguard Russell 1000 Growth ETF shares in Q2 2025, an estimated $1.15M.
Vanguard Russell 1000 Growth ETF made up 0.5% of Congress Wealth Management's portfolio in Q2 2025, its #36 holding.
Congress Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $56M in Q2 2024.
750 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.