SWP
VONG icon

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

Strategic Wealth Partners’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 		– Sell
-60
Closed -$7.3K – 1568
2025
Q4 		$7.3K Sell
60
-252
-81% -$30.7K ﹤0.01% 965
2025
Q3 		$37.6K Buy
312
+56
+22% +$6.42K ﹤0.01% 611
2025
Q2 		$28K Buy
+256
New +$25.2K ﹤0.01% 592

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Wealth Partners's VONG Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026, closing a stake of 60 shares — an estimated $7.3K sold.

Strategic Wealth Partners first reported a position in VONG in Q2 2025 and held it in 3 quarters. The position peaked at $37.6K in Q3 2025. 866 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Strategic Wealth Partners reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 60 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $7.3K.
  • Strategic Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's Vanguard Russell 1000 Growth ETF position peaked at $37.6K in Q3 2025.
  • 866 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.