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Strait & Sound Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Strait & Sound 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
2024
Q4 		– Sell
-2,819
Closed -$272K – 151
2024
Q3 		$272K Hold
2,819
– – 0.13% 117
2024
Q2 		$264K Hold
2,819
– – 0.13% 124
2024
Q1 		$245K Buy
+2,819
New +$234K 0.14% 115

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strait & Sound Wealth Management's VONG Position: Q4 2024 in Review

Strait & Sound Wealth Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2024, closing a stake of 2,819 shares — an estimated $272K sold.

Strait & Sound Wealth Management first reported a position in VONG in Q1 2024 and held it in 3 quarters. The position peaked at $272K in Q3 2024. 739 funds tracked by Wall St. Rank hold VONG as of Q4 2024.

  • Strait & Sound Wealth Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 2,819 Vanguard Russell 1000 Growth ETF shares in Q4 2024, an estimated $272K.
  • Strait & Sound Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and held it in 3 quarters.
  • Strait & Sound Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $272K in Q3 2024.
  • 739 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.