CWM
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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
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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return