Spire Wealth Management
VONG icon

Spire Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Spire Wealth Management’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
Q3 		$46.4K Sell
360
-115
-24% -$14.5K ﹤0.01% 1162
2026
Q2 		$60.7K Hold
475
– – ﹤0.01% 1122
2026
Q1 		$52.1K Hold
475
– – ﹤0.01% 1160
2025
Q4 		$57.8K Hold
475
– – ﹤0.01% 1135
2025
Q3 		$57.2K Hold
475
– – ﹤0.01% 1185
2025
Q2 		$51.9K Sell
475
-1,605
-77% -$158K ﹤0.01% 1182
2025
Q1 		$193K Buy
2,080
+1,605
+338% +$163K 0.01% 828
2024
Q4 		$49.1K Sell
475
-25
-5% -$2.53K ﹤0.01% 1293
2024
Q3 		$48.3K Sell
500
-162
-24% -$15.1K ﹤0.01% 1146
2024
Q2 		$62.1K Hold
662
– – ﹤0.01% 1047
2024
Q1 		$57.4K Sell
662
-3,315
-83% -$275K ﹤0.01% 1167
2023
Q4 		$320K Buy
3,977
+3,723
+1,466% +$271K 0.01% 635
2023
Q3 		$17.4K Hold
254
– – ﹤0.01% 1554
2023
Q2 		$18K Sell
254
-31
-11% -$2.03K ﹤0.01% 1631
2023
Q1 		$17.9K Buy
285
+31
+12% +$1.84K ﹤0.01% 1669
2022
Q4 		$14K Hold
254
– – ﹤0.01% 1507
2022
Q3 		$14K Hold
254
– – ﹤0.01% 1471
2022
Q2 		$14K Sell
254
-254
-50% -$15.7K ﹤0.01% 1813
2022
Q1 		$36K Sell
508
-132
-21% -$9.27K ﹤0.01% 1578
2021
Q4 		$50K Buy
640
+42
+7% +$3.2K ﹤0.01% 1737
2021
Q3 		$42K Buy
+598
New +$43.5K ﹤0.01% 1556
2021
Q2 		– Sell
-132
Closed -$8K – 2979
2021
Q1 		$8K Buy
+132
New +$8.26K ﹤0.01% 2493

Other funds holding VONG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Spire Wealth Management's VONG Position: Q3 2026 in Review

Spire Wealth Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 24% in Q3 2026, selling an estimated $14.5K and leaving 360 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Spire Wealth Management first reported a position in VONG in Q1 2021 and has held it in 22 quarters since. The position peaked at $320K in Q4 2023. 849 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Spire Wealth Management held 360 shares of Vanguard Russell 1000 Growth ETF worth $46.4K as of Q3 2026.
  • Spire Wealth Management sold 115 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $14.5K.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1162 holding.
  • Spire Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $320K in Q4 2023.
  • 849 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.