Tortoise Investment Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Tortoise Investment 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
2025 Q1	–	Sell	-655	Closed	-$67.7K	–	885
2024 Q4	$67.7K	Sell	655 -501	-43%	-$50.7K	0.01%	368
2024 Q3	$112K	Hold	1,156	–	–	0.01%	300
2024 Q2	$108K	Hold	1,156	–	–	0.01%	286
2024 Q1	$100K	Hold	1,156	–	–	0.01%	295
2023 Q4	$90.2K	Hold	1,156	–	–	0.01%	289
2023 Q3	$79.1K	Hold	1,156	–	–	0.01%	293
2023 Q2	$81.8K	Hold	1,156	–	–	0.01%	299
2023 Q1	$72.7K	Hold	1,156	–	–	0.01%	300
2022 Q4	$63.7K	Hold	1,156	–	–	0.01%	305
2022 Q3	$63K	Hold	1,156	–	–	0.01%	289
2022 Q2	$65K	Hold	1,156	–	–	0.01%	274
2022 Q1	$82K	Hold	1,156	–	–	0.02%	248
2021 Q4	$91K	Buy	+1,156	New	+$88.1K	0.02%	228

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Tortoise Investment Management's VONG Position: Q1 2025 in Review

Tortoise Investment Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2025, closing a stake of 655 shares — an estimated $67.7K sold.

Tortoise Investment Management first reported a position in VONG in Q4 2021 and held it in 13 quarters. The position peaked at $112K in Q3 2024. 710 funds tracked by Wall St. Rank hold VONG as of Q1 2025.

Tortoise Investment Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Tortoise Investment Management sold 655 Vanguard Russell 1000 Growth ETF shares in Q1 2025, an estimated $67.7K.
Tortoise Investment Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2021 and held it in 13 quarters.
Tortoise Investment Management's Vanguard Russell 1000 Growth ETF position peaked at $112K in Q3 2024.
710 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2025.

Based on Tortoise Investment Management's 13F filing for Q1 2025, filed 14 May 2025.