LDB
VONG icon

Lee, Danner & Bass’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-37
Closed -$3.82K – 688
2024
Q4 		$3.82K Buy
+37
New +$3.75K ﹤0.01% 622

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee, Danner & Bass's VONG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2025, closing a stake of 37 shares — an estimated $3.82K sold.

Lee, Danner & Bass first reported a position in VONG in Q4 2024 and held it in 1 quarter. The position peaked at $3.82K in Q4 2024. 710 funds tracked by Wall St. Rank hold VONG as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 37 Vanguard Russell 1000 Growth ETF shares in Q1 2025, an estimated $3.82K.
  • Lee, Danner & Bass first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Vanguard Russell 1000 Growth ETF position peaked at $3.82K in Q4 2024.
  • 710 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.