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

Stonebridge Financial Planning 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
2025 Q2	–	Sell	-2,324	Closed	-$216K	–	168
2025 Q1	$216K	Sell	2,324 -699	-23%	-$71K	0.1%	155
2024 Q4	$312K	Buy	3,023 +2	+0.1%	+$203	0.14%	138
2024 Q3	$292K	Buy	3,021 +1	+0%	+$93	0.14%	136
2024 Q2	$283K	Hold	3,020	–	–	0.14%	139
2024 Q1	$262K	Hold	3,020	–	–	0.14%	137
2023 Q4	$236K	Hold	3,020	–	–	0.14%	136
2023 Q3	$207K	Hold	3,020	–	–	0.13%	135
2023 Q2	$214K	Buy	+3,020	New	+$198K	0.13%	128
2023 Q1	–	Sell	-4,220	Closed	-$233K	–	130
2022 Q4	$233K	Hold	4,220	–	–	0.15%	112
2022 Q3	$229K	Hold	4,220	–	–	0.16%	108
2022 Q2	$238K	Hold	4,220	–	–	0.16%	101
2022 Q1	$301K	Hold	4,220	–	–	0.17%	90
2021 Q4	$294K	Hold	4,220	–	–	0.15%	98
2021 Q3	$327K	Buy	4,220 +60	+1%	+$4.37K	0.16%	98
2021 Q2	$298K	Hold	4,160	–	–	0.16%	98
2021 Q1	$275K	Hold	4,160	–	–	0.16%	92
2020 Q4	$258K	Buy	+4,160	New	+$244K	0.16%	90
2020 Q3	–	Sell	-600	Closed	-$30K	–	410
2020 Q2	$30K	Hold	600	–	–	0.03%	221
2020 Q1	$25K	Hold	600	–	–	0.02%	226
2019 Q4	$27K	Buy	+600	New	+$25.8K	0.02%	217

Other funds holding VONG

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stonebridge Financial Planning Group's VONG Position: Q2 2025 in Review

Stonebridge Financial Planning Group sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2025, closing a stake of 2,324 shares — an estimated $216K sold.

Stonebridge Financial Planning Group first reported a position in VONG in Q4 2019 and held it in 20 quarters. The position peaked at $327K in Q3 2021. 747 funds tracked by Wall St. Rank hold VONG as of Q2 2025.

Stonebridge Financial Planning Group reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Stonebridge Financial Planning Group sold 2,324 Vanguard Russell 1000 Growth ETF shares in Q2 2025, an estimated $216K.
Stonebridge Financial Planning Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and held it in 20 quarters.
Stonebridge Financial Planning Group's Vanguard Russell 1000 Growth ETF position peaked at $327K in Q3 2021.
747 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2025.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2025, filed 6 Aug 2025.