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Safeguard Financial’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Safeguard Financial’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 		$1.01M Sell
10,885
-140
-1% -$14.2K 0.22% 37
2024
Q4 		$1.14M Sell
11,025
-115
-1% -$11.6K 0.25% 36
2024
Q3 		$1.08M Buy
11,140
+35
+0.3% +$3.27K 0.25% 40
2024
Q2 		$1.04M Sell
11,105
-4
-0% -$352 0.29% 35
2024
Q1 		$963K Sell
11,109
-221
-2% -$18.3K 0.31% 32
2023
Q4 		$884K Buy
11,330
+10
+0.1% +$728 0.33% 29
2023
Q3 		$775K Sell
11,320
-220
-2% -$15.6K 0.37% 31
2023
Q2 		$816K Sell
11,540
-277
-2% -$18.1K 0.39% 33
2023
Q1 		$743K Sell
11,817
-723
-6% -$42.9K 0.45% 36
2022
Q4 		$691K Buy
12,540
+2,878
+30% +$163K 0.49% 34
2022
Q3 		$524K Buy
9,662
+2,761
+40% +$167K 0.49% 33
2022
Q2 		$388K Hold
6,901
– – 0.46% 33
2022
Q1 		$492K Buy
+6,901
New +$484K 0.74% 27

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

Safeguard Financial's VONG Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 1.3% in Q1 2025, selling an estimated $14.2K and leaving 10,885 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #37.

Safeguard Financial first reported a position in VONG in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.14M in Q4 2024. 710 funds tracked by Wall St. Rank hold VONG as of Q1 2025.

  • Safeguard Financial held 10,885 shares of Vanguard Russell 1000 Growth ETF worth $1.01M as of Q1 2025.
  • Safeguard Financial sold 140 Vanguard Russell 1000 Growth ETF shares in Q1 2025, an estimated $14.2K.
  • Vanguard Russell 1000 Growth ETF made up 0.22% of Safeguard Financial's portfolio in Q1 2025, its #37 holding.
  • Safeguard Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and has held it in 13 quarters since.
  • Safeguard Financial's Vanguard Russell 1000 Growth ETF position peaked at $1.14M in Q4 2024.
  • 710 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.