Premier Path Wealth Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Premier Path Wealth Partners’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	–	Sell	-1,694	Closed	-$206K	–	417
2025 Q4	$206K	Hold	1,694	–	–	0.03%	389
2025 Q3	$204K	Sell	1,694 -414	-20%	-$47.4K	0.03%	385
2025 Q2	$230K	Buy	+2,108	New	+$207K	0.03%	361
2025 Q1	–	Sell	-2,108	Closed	-$218K	–	387
2024 Q4	$218K	Hold	2,108	–	–	0.03%	352
2024 Q3	$203K	Buy	+2,108	New	+$197K	0.03%	351
2024 Q2	–	Sell	-2,642	Closed	-$229K	–	385
2024 Q1	$229K	Sell	2,642 -6,047	-70%	-$502K	0.04%	308
2023 Q4	$678K	Buy	+8,689	New	+$632K	0.15%	155

Other funds holding VONG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Premier Path Wealth Partners's VONG Position: Q1 2026 in Review

Premier Path Wealth Partners sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026, closing a stake of 1,694 shares — an estimated $206K sold.

Premier Path Wealth Partners first reported a position in VONG in Q4 2023 and held it in 7 quarters. The position peaked at $678K in Q4 2023. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Premier Path Wealth Partners reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Premier Path Wealth Partners sold 1,694 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $206K.
Premier Path Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and held it in 7 quarters.
Premier Path Wealth Partners's Vanguard Russell 1000 Growth ETF position peaked at $678K in Q4 2023.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.