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

Marcum Wealth’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 		$962K Sell
10,365
-6
-0.1% -$609 0.08% 118
2024
Q4 		$1.07M Sell
10,371
-69
-0.7% -$6.99K 0.09% 106
2024
Q3 		$1.01M Sell
10,440
-696
-6% -$64.9K 0.09% 110
2024
Q2 		$1.04M Sell
11,136
-75
-0.7% -$6.59K 0.1% 101
2024
Q1 		$972K Sell
11,211
-705
-6% -$58.5K 0.1% 104
2023
Q4 		$930K Sell
11,916
-2,237
-16% -$163K 0.1% 101
2023
Q3 		$969K Buy
14,153
+4
+0% +$284 0.12% 88
2023
Q2 		$1M Sell
14,149
-438
-3% -$28.7K 0.12% 90
2023
Q1 		$917K Sell
14,587
-1,616
-10% -$95.8K 0.11% 98
2022
Q4 		$893K Buy
16,203
+10
+0.1% +$566 0.12% 97
2022
Q3 		$878K Sell
16,193
-1,568
-9% -$94.8K 0.13% 94
2022
Q2 		$1M Sell
17,761
-1,778
-9% -$110K 0.15% 88
2022
Q1 		$1.39M Sell
19,539
-3,028
-13% -$213K 0.19% 70
2021
Q4 		$1.77M Sell
22,567
-2,804
-11% -$214K 0.25% 55
2021
Q3 		$1.79M Buy
+25,371
New +$1.85M 0.28% 47

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

Marcum Wealth's VONG Position: Q1 2025 in Review

Marcum Wealth reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.06% in Q1 2025, selling an estimated $609 and leaving 10,365 shares worth $962K. The position accounts for 0.08% of the portfolio, ranked #118.

Marcum Wealth first reported a position in VONG in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.79M in Q3 2021. 710 funds tracked by Wall St. Rank hold VONG as of Q1 2025.

  • Marcum Wealth held 10,365 shares of Vanguard Russell 1000 Growth ETF worth $962K as of Q1 2025.
  • Marcum Wealth sold 6 Vanguard Russell 1000 Growth ETF shares in Q1 2025, an estimated $609.
  • Vanguard Russell 1000 Growth ETF made up 0.08% of Marcum Wealth's portfolio in Q1 2025, its #118 holding.
  • Marcum Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2021 and has held it in 15 quarters since.
  • Marcum Wealth's Vanguard Russell 1000 Growth ETF position peaked at $1.79M in Q3 2021.
  • 710 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.