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SWM
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
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
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$1.37T AUM
24.88%
1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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