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Leo Wealth LLC’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Leo Wealth LLC’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 		$336K Sell
3,062
-81
-3% -$9.46K 0.02% 331
2025
Q4 		$383K Buy
+3,143
New +$383K 0.03% 308

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leo Wealth LLC's VONG Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 2.6% in Q1 2026, selling an estimated $9.46K and leaving 3,062 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #331.

Leo Wealth LLC first reported a position in VONG in Q4 2025 and has held it in 2 quarters since. The position peaked at $383K in Q4 2025. 866 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Leo Wealth LLC held 3,062 shares of Vanguard Russell 1000 Growth ETF worth $336K as of Q1 2026.
  • Leo Wealth LLC sold 81 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $9.46K.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #331 holding.
  • Leo Wealth LLC first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Leo Wealth LLC's Vanguard Russell 1000 Growth ETF position peaked at $383K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.