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Strategic Wealth Investment Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Strategic Wealth Investment 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
Q3 		– Sell
-25
Closed -$2.74K – 199
2025
Q2 		$2.74K Buy
+25
New +$2.46K ﹤0.01% 115

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
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
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

Strategic Wealth Investment Group's VONG Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2025, closing a stake of 25 shares — an estimated $2.74K sold.

Strategic Wealth Investment Group first reported a position in VONG in Q2 2025 and held it in 1 quarter. The position peaked at $2.74K in Q2 2025. 788 funds tracked by Wall St. Rank hold VONG as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 25 Vanguard Russell 1000 Growth ETF shares in Q3 2025, an estimated $2.74K.
  • Strategic Wealth Investment Group first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Vanguard Russell 1000 Growth ETF position peaked at $2.74K in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.