LWM
VONG icon

Liberty Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Liberty Wealth Management’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 		$513K Sell
4,680
-318
-6% -$37.2K 0.06% 142
2025
Q4 		$609K Sell
4,998
-1,090
-18% -$133K 0.08% 124
2025
Q3 		$734K Buy
6,088
+524
+9% +$60.1K 0.1% 104
2025
Q2 		$608K Buy
+5,564
New +$548K 0.1% 111
2025
Q1 		– Sell
-6,889
Closed -$712K – 208
2024
Q4 		$712K Sell
6,889
-140
-2% -$14.2K 0.12% 95
2024
Q3 		$678K Sell
7,029
-405,144
-98% -$37.8M 0.12% 100
2024
Q2 		$844K Buy
412,173
+405,288
+5,887% +$35.6M 0.15% 81
2024
Q1 		$597K Sell
6,885
-13,177
-66% -$1.09M 0.12% 95
2023
Q4 		$524K Buy
20,062
+15,354
+326% +$1.12M 0.11% 95
2023
Q3 		$314K Buy
4,708
+932
+25% +$66.2K 0.08% 123
2023
Q2 		$252K Buy
+3,776
New +$247K 0.06% 156
2021
Q4 		– Sell
-848
Closed -$63K – 1076
2021
Q3 		$63K Buy
848
+424
+100% +$30.8K 0.02% 376
2021
Q2 		$30K Hold
424
– – 0.01% 421
2021
Q1 		$26K Hold
424
– – 0.01% 418
2020
Q4 		$26K Sell
424
-104
-20% -$6.09K 0.01% 415
2020
Q3 		$29K Hold
528
– – 0.02% 335
2020
Q2 		$26K Hold
528
– – 0.02% 341
2020
Q1 		$20K Sell
528
-20
-4% -$886 0.02% 359
2019
Q4 		$25K Sell
548
-88
-14% -$3.78K 0.02% 385
2019
Q3 		$26K Hold
636
– – 0.02% 357
2019
Q2 		$26K Hold
636
– – 0.02% 365
2019
Q1 		$24K Sell
636
-24
-4% -$886 0.02% 321
2018
Q4 		$22K Buy
+660
New +$23.8K 0.02% 313

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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liberty Wealth Management's VONG Position: Q1 2026 in Review

Liberty Wealth Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 6.4% in Q1 2026, selling an estimated $37.2K and leaving 4,680 shares worth $513K. The position accounts for 0.06% of the portfolio, ranked #142.

Liberty Wealth Management first reported a position in VONG in Q4 2018 and has held it in 23 quarters since. The position peaked at $844K in Q2 2024. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Liberty Wealth Management held 4,680 shares of Vanguard Russell 1000 Growth ETF worth $513K as of Q1 2026.
  • Liberty Wealth Management sold 318 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $37.2K.
  • Vanguard Russell 1000 Growth ETF made up 0.06% of Liberty Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Liberty Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2018 and has held it in 23 quarters since.
  • Liberty Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $844K in Q2 2024.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.