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Legacy Wealth Management (Idaho)’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-400
Closed -$37.1K – 869
2025
Q1 		$37.1K Hold
400
– – 0.03% 172
2024
Q4 		$42K Buy
+400
New +$40.5K 0.03% 134

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s VONG Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2025, closing a stake of 400 shares — an estimated $37.1K sold.

Legacy Wealth Management (Idaho) first reported a position in VONG in Q4 2024 and held it in 2 quarters. The position peaked at $42K in Q4 2024. 747 funds tracked by Wall St. Rank hold VONG as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 400 Vanguard Russell 1000 Growth ETF shares in Q2 2025, an estimated $37.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Vanguard Russell 1000 Growth ETF position peaked at $42K in Q4 2024.
  • 747 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.