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

Sovereign Financial Group’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 		$833K Buy
7,593
+172
+2% +$20.1K 0.14% 133
2025
Q4 		$904K Sell
7,421
-158
-2% -$19.3K 0.16% 121
2025
Q3 		$913K Buy
7,579
+609
+9% +$69.8K 0.17% 115
2025
Q2 		$761K Sell
6,970
-431
-6% -$42.4K 0.16% 122
2025
Q1 		$687K Buy
7,401
+580
+9% +$58.9K 0.16% 118
2024
Q4 		$705K Buy
6,821
+817
+14% +$82.7K 0.16% 118
2024
Q3 		$580K Buy
6,004
+1,287
+27% +$120K 0.14% 141
2024
Q2 		$443K Buy
4,717
+1,377
+41% +$121K 0.11% 170
2024
Q1 		$289K Buy
+3,340
New +$277K 0.08% 217

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TCIIS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return