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

PBMares 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
2025
Q3 		$600K Sell
4,978
-1
-0% -$115 0.1% 103
2025
Q2 		$544K Sell
4,979
-995
-17% -$97.9K 0.1% 101
2025
Q1 		$554K Buy
5,974
+794
+15% +$80.6K 0.11% 100
2024
Q4 		$535K Buy
+5,180
New +$525K 0.11% 107

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PBMares Wealth Management's VONG Position: Q3 2025 in Review

PBMares Wealth Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.02% in Q3 2025, selling an estimated $115 and leaving 4,978 shares worth $600K. The position accounts for 0.1% of the portfolio, ranked #103.

PBMares Wealth Management first reported a position in VONG in Q4 2024 and has held it in 4 quarters since. 790 funds tracked by Wall St. Rank hold VONG as of Q3 2025.

  • PBMares Wealth Management held 4,978 shares of Vanguard Russell 1000 Growth ETF worth $600K as of Q3 2025.
  • PBMares Wealth Management sold 1 Vanguard Russell 1000 Growth ETF share in Q3 2025, an estimated $115.
  • Vanguard Russell 1000 Growth ETF made up 0.1% of PBMares Wealth Management's portfolio in Q3 2025, its #103 holding.
  • PBMares Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 790 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.