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Spectrum Wealth Counsel’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Spectrum Wealth Counsel’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 		$155K Hold
1,669
– – 0.02% 130
2024
Q4 		$172K Hold
1,669
– – 0.02% 122
2024
Q3 		$161K Hold
1,669
– – 0.02% 122
2024
Q2 		$157K Buy
1,669
+426
+34% +$37.4K 0.02% 134
2024
Q1 		$108K Buy
+1,243
New +$103K 0.01% 164

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

Spectrum Wealth Counsel's VONG Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q1 2025 at 1,669 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #130.

Spectrum Wealth Counsel first reported a position in VONG in Q1 2024 and has held it in 5 quarters since. The position peaked at $172K in Q4 2024. 710 funds tracked by Wall St. Rank hold VONG as of Q1 2025.

  • Spectrum Wealth Counsel held 1,669 shares of Vanguard Russell 1000 Growth ETF worth $155K as of Q1 2025.
  • Spectrum Wealth Counsel left its Vanguard Russell 1000 Growth ETF share count unchanged in Q1 2025.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #130 holding.
  • Spectrum Wealth Counsel first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • Spectrum Wealth Counsel's Vanguard Russell 1000 Growth ETF position peaked at $172K in Q4 2024.
  • 710 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.