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SWMG LLC’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

SWMG LLC’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
Q4 		– Sell
-2,840
Closed -$345K – 124
2025
Q3 		$345K Buy
2,840
+20
+0.7% +$2.29K 0.1% 89
2025
Q2 		$320K Buy
+2,820
New +$278K 0.11% 94
2024
Q4 		– Sell
-15,130
Closed -$1.55M – 121
2024
Q3 		$1.55M Buy
+15,130
New +$1.41M 0.64% 26

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SWMG LLC's VONG Position: Q4 2025 in Review

SWMG LLC sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2025, closing a stake of 2,840 shares — an estimated $345K sold.

SWMG LLC first reported a position in VONG in Q3 2024 and held it in 3 quarters. The position peaked at $1.55M in Q3 2024. 855 funds tracked by Wall St. Rank hold VONG as of Q4 2025.

  • SWMG LLC reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • SWMG LLC sold 2,840 Vanguard Russell 1000 Growth ETF shares in Q4 2025, an estimated $345K.
  • SWMG LLC first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2024 and held it in 3 quarters.
  • SWMG LLC's Vanguard Russell 1000 Growth ETF position peaked at $1.55M in Q3 2024.
  • 855 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2025.

Based on SWMG LLC's 13F filing for Q4 2025, filed 10 Feb 2026.