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

Evolution 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
2026
Q1 		$107K Buy
976
+97
+11% +$11.3K 0.08% 165
2025
Q4 		$107K Hold
879
– – 0.09% 162
2025
Q3 		$106K Buy
879
+829
+1,658% +$95K 0.11% 140
2025
Q2 		$5.46K Buy
+50
New +$4.92K 0.01% 441

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

Evolution Wealth Management's VONG Position: Q1 2026 in Review

Evolution Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 11% in Q1 2026, buying an estimated $11.3K and bringing the position to 976 shares worth $107K. The position accounts for 0.08% of the portfolio, ranked #165.

Evolution Wealth Management first reported a position in VONG in Q2 2025 and has held it in 4 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Evolution Wealth Management held 976 shares of Vanguard Russell 1000 Growth ETF worth $107K as of Q1 2026.
  • Evolution Wealth Management bought 97 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $11.3K.
  • Vanguard Russell 1000 Growth ETF made up 0.08% of Evolution Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Evolution Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.