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Montag & Associates’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Montag & Associates’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
-504
Closed -$46.8K – 1026
2025
Q1 		$46.8K Buy
+504
New +$51.2K ﹤0.01% 629

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

Montag & Associates's VONG Position: Q2 2025 in Review

Montag & Associates sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2025, closing a stake of 504 shares — an estimated $46.8K sold.

Montag & Associates first reported a position in VONG in Q1 2025 and held it in 1 quarter. The position peaked at $46.8K in Q1 2025. 747 funds tracked by Wall St. Rank hold VONG as of Q2 2025.

  • Montag & Associates reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 504 Vanguard Russell 1000 Growth ETF shares in Q2 2025, an estimated $46.8K.
  • Montag & Associates first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Montag & Associates's Vanguard Russell 1000 Growth ETF position peaked at $46.8K in Q1 2025.
  • 747 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.