IAA
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Independent Advisor Alliance’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Independent Advisor Alliance’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 		$1.35M Buy
12,318
+6,300
+105% +$736K 0.01% 692
2025
Q4 		$733K Hold
6,018
– – 0.02% 551
2025
Q3 		$725K Hold
6,018
– – 0.02% 524
2025
Q2 		$657K Buy
6,018
+300
+5% +$29.5K 0.02% 508
2025
Q1 		$531K Sell
5,718
-18,624
-77% -$1.89M 0.02% 509
2024
Q4 		$2.51M Buy
24,342
+21,999
+939% +$2.23M 0.03% 452
2024
Q3 		$226K Hold
2,343
– – 0.01% 631
2024
Q2 		$220K Hold
2,343
– – 0.01% 654
2024
Q1 		$203K Buy
+2,343
New +$194K 0.01% 657
2020
Q1 		– Sell
-52,964
Closed -$2.4M – 855
2019
Q4 		$2.4M Buy
+52,964
New +$2.27M 0.1% 208

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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return