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FWL Investment Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

FWL Investment 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 		$132K Sell
1,200
-400
-25% -$46.7K 0.03% 123
2025
Q4 		$195K Hold
1,600
– – 0.05% 86
2025
Q3 		$193K Sell
1,600
-100
-6% -$11.5K 0.05% 88
2025
Q2 		$186K Sell
1,700
-574
-25% -$56.5K 0.06% 91
2025
Q1 		$211K Hold
2,274
– – 0.08% 77
2024
Q4 		$235K Hold
2,274
– – 0.09% 73
2024
Q3 		$219K Buy
+2,274
New +$212K 0.08% 72

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

FWL Investment Management's VONG Position: Q1 2026 in Review

FWL Investment Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 25% in Q1 2026, selling an estimated $46.7K and leaving 1,200 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #123.

FWL Investment Management first reported a position in VONG in Q3 2024 and has held it in 7 quarters since. The position peaked at $235K in Q4 2024. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • FWL Investment Management held 1,200 shares of Vanguard Russell 1000 Growth ETF worth $132K as of Q1 2026.
  • FWL Investment Management sold 400 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $46.7K.
  • Vanguard Russell 1000 Growth ETF made up 0.03% of FWL Investment Management's portfolio in Q1 2026, its #123 holding.
  • FWL Investment Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • FWL Investment Management's Vanguard Russell 1000 Growth ETF position peaked at $235K in Q4 2024.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.