Legacy Investment Solutions’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Legacy Investment Solutions’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
2024 Q4	$42K	Buy	+400	New	+$40.5K	0.03%	134

Other funds holding VONG

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Investment Solutions's VONG Position: Q4 2024 in Review

Legacy Investment Solutions opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q4 2024: 400 shares worth $42K. The stake represents 0.03% of the portfolio and ranks #134 among its holdings.

739 funds tracked by Wall St. Rank hold VONG as of Q4 2024.

Legacy Investment Solutions held 400 shares of Vanguard Russell 1000 Growth ETF worth $42K as of Q4 2024.
Vanguard Russell 1000 Growth ETF was a new Legacy Investment Solutions position in Q4 2024.
Vanguard Russell 1000 Growth ETF made up 0.03% of Legacy Investment Solutions's portfolio in Q4 2024, its #134 holding.
739 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.