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Ethos Financial Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Ethos Financial Group’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 		$2.76M Sell
25,056
-8,119
-24% -$949K 0.2% 108
2025
Q4 		$4.04M Sell
33,175
-183
-0.5% -$22.3K 0.3% 80
2025
Q3 		$4.02M Buy
33,358
+28,836
+638% +$3.3M 0.32% 76
2025
Q2 		$494K Sell
4,522
-66,244
-94% -$6.52M 0.04% 264
2025
Q1 		$7.31M Hold
70,766
– – 0.7% 41
2024
Q4 		$7.31M Buy
70,766
+66,157
+1,435% +$6.7M 0.95% 34
2024
Q3 		$445K Buy
4,609
+130
+3% +$12.1K 0.07% 147
2024
Q2 		$421K Sell
4,479
-319
-7% -$28K 0.07% 156
2024
Q1 		$416K Sell
4,798
-546
-10% -$45.3K 0.08% 167
2023
Q4 		$417K Buy
+5,344
New +$389K 0.09% 158

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TCIIS
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UBS AM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return