TCWM
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Total Clarity Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Total Clarity 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
2026
Q1 		$937K Buy
8,544
+2,046
+31% +$239K 0.22% 116
2025
Q4 		$791K Buy
6,498
+4,146
+176% +$505K 0.19% 133
2025
Q3 		$283K Buy
+2,352
New +$270K 0.08% 229
2022
Q3 		– Sell
-50
Closed -$3K – 959
2022
Q2 		$3K Buy
+50
New +$3.09K ﹤0.01% 905
2022
Q1 		– Sell
-50
Closed -$4K – 899
2021
Q4 		$4K Hold
50
– – ﹤0.01% 855
2021
Q3 		$4K Buy
+50
New +$3.64K ﹤0.01% 870
2021
Q2 		– Sell
-60
Closed -$4K – 732
2021
Q1 		$4K Buy
+60
New +$3.75K ﹤0.01% 738
2020
Q1 		– Sell
-80
Closed -$4K – 610
2019
Q4 		$4K Buy
+80
New +$3.43K ﹤0.01% 619

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return