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Richard W. Paul & Associates’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Richard W. Paul & 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
Q1 		– Sell
-37
Closed -$3.82K – 505
2024
Q4 		$3.82K Hold
37
– – ﹤0.01% 369
2024
Q3 		$3.57K Hold
37
– – ﹤0.01% 374
2024
Q2 		$3.47K Buy
37
+1
+3% +$88 ﹤0.01% 368
2024
Q1 		$3.12K Hold
36
– – ﹤0.01% 392
2023
Q4 		$2.81K Buy
+36
New +$2.62K ﹤0.01% 389

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

Richard W. Paul & Associates's VONG Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2025, closing a stake of 37 shares — an estimated $3.82K sold.

Richard W. Paul & Associates first reported a position in VONG in Q4 2023 and held it in 5 quarters. The position peaked at $3.82K in Q4 2024. 710 funds tracked by Wall St. Rank hold VONG as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 37 Vanguard Russell 1000 Growth ETF shares in Q1 2025, an estimated $3.82K.
  • Richard W. Paul & Associates first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and held it in 5 quarters.
  • Richard W. Paul & Associates's Vanguard Russell 1000 Growth ETF position peaked at $3.82K in Q4 2024.
  • 710 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.