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Edge Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Edge Financial Advisors’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
Q4 		$222K Sell
1,826
-29
-2% -$3.54K 0.09% 126
2025
Q3 		$224K Buy
1,855
+2
+0.1% +$229 0.1% 129
2025
Q2 		$200K Sell
1,853
-431
-19% -$42.4K 0.11% 124
2025
Q1 		$212K Buy
+2,284
New +$232K 0.13% 100

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Edge Financial Advisors's VONG Position: Q4 2025 in Review

Edge Financial Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 1.6% in Q4 2025, selling an estimated $3.54K and leaving 1,826 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #126.

Edge Financial Advisors first reported a position in VONG in Q1 2025 and has held it in 4 quarters since. The position peaked at $224K in Q3 2025. 856 funds tracked by Wall St. Rank hold VONG as of Q4 2025.

  • Edge Financial Advisors held 1,826 shares of Vanguard Russell 1000 Growth ETF worth $222K as of Q4 2025.
  • Edge Financial Advisors sold 29 Vanguard Russell 1000 Growth ETF shares in Q4 2025, an estimated $3.54K.
  • Vanguard Russell 1000 Growth ETF made up 0.09% of Edge Financial Advisors's portfolio in Q4 2025, its #126 holding.
  • Edge Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • Edge Financial Advisors's Vanguard Russell 1000 Growth ETF position peaked at $224K in Q3 2025.
  • 856 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.