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United Advisor Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

United Advisor 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
2026
Q1 		– Sell
-7,495
Closed -$913K – 535
2025
Q4 		$913K Buy
7,495
+762
+11% +$92.9K 0.11% 190
2025
Q3 		$811K Buy
+6,733
New +$772K 0.11% 198

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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Advisor Group's VONG Position: Q1 2026 in Review

United Advisor Group sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026, closing a stake of 7,495 shares — an estimated $913K sold.

United Advisor Group first reported a position in VONG in Q3 2025 and held it in 2 quarters. The position peaked at $913K in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • United Advisor Group reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • United Advisor Group sold 7,495 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $913K.
  • United Advisor Group first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2025 and held it in 2 quarters.
  • United Advisor Group's Vanguard Russell 1000 Growth ETF position peaked at $913K in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.