New England Private Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

New England Private Wealth Advisors’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	$485K	Buy	4,417 +6	+0.1%	+$701	0.06%	136
2025 Q4	$537K	Sell	4,411 -537	-11%	-$65.5K	0.07%	126
2025 Q3	$596K	Buy	4,948 +2	+0%	+$229	0.08%	118
2025 Q2	$560K	Sell	4,946 -638	-11%	-$62.8K	0.08%	105
2025 Q1	$518K	Buy	5,584 +2,566	+85%	+$261K	0.08%	98
2024 Q4	$312K	Buy	+3,018	New	+$306K	0.05%	121
2024 Q2	–	Sell	-4,023	Closed	-$349K	–	143
2024 Q1	$349K	Buy	4,023 +6	+0.1%	+$498	0.06%	108
2023 Q4	$313K	Buy	4,017 +7	+0.2%	+$510	0.06%	108
2023 Q3	$274K	Buy	+4,010	New	+$285K	0.06%	102

Other funds holding VONG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services New York $26B AUM

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return