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Global Wealth Strategies & Associates’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-78
Closed -$9.4K – 599
2025
Q3 		$9.4K Buy
+78
New +$8.94K ﹤0.01% 292
2025
Q2 		– Sell
-30
Closed -$2.78K – 467
2025
Q1 		$2.78K Buy
+30
New +$3.05K ﹤0.01% 361

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $377B 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Global Wealth Strategies & Associates's VONG Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2025, closing a stake of 78 shares — an estimated $9.4K sold.

Global Wealth Strategies & Associates first reported a position in VONG in Q1 2025 and held it in 2 quarters. The position peaked at $9.4K in Q3 2025. 855 funds tracked by Wall St. Rank hold VONG as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 78 Vanguard Russell 1000 Growth ETF shares in Q4 2025, an estimated $9.4K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Vanguard Russell 1000 Growth ETF position peaked at $9.4K in Q3 2025.
  • 855 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.