Wolf Group Capital Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Wolf Group Capital Advisors’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	$2.35M	Buy	25,362 +20,155	+387%	+$2.05M	0.79%	37
2024 Q4	$368K	Hold	5,207	–	–	0.18%	89
2024 Q3	$368K	Sell	5,207 -14,669	-74%	-$1.37M	0.18%	90
2024 Q2	$1.86M	Buy	19,876 +14,669	+282%	+$1.29M	0.73%	44
2024 Q1	$368K	Hold	5,207	–	–	0.18%	90
2023 Q4	$368K	Sell	5,207 -2,738	-34%	-$199K	0.17%	91
2023 Q3	$544K	Buy	7,945 +2,775	+54%	+$197K	0.26%	84
2023 Q2	$347K	Buy	5,170 +1,515	+41%	+$99.2K	0.17%	94
2023 Q1	$230K	Buy	+3,655	New	+$217K	0.11%	103

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

Wolf Group Capital Advisors's VONG Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 387% in Q1 2025, buying an estimated $2.05M and bringing the position to 25,362 shares worth $2.35M. The position accounts for 0.79% of the portfolio, ranked #37.

Wolf Group Capital Advisors first reported a position in VONG in Q1 2023 and has held it in 9 quarters since. 710 funds tracked by Wall St. Rank hold VONG as of Q1 2025.

Wolf Group Capital Advisors held 25,362 shares of Vanguard Russell 1000 Growth ETF worth $2.35M as of Q1 2025.
Wolf Group Capital Advisors bought 20,155 Vanguard Russell 1000 Growth ETF shares in Q1 2025, an estimated $2.05M.
Vanguard Russell 1000 Growth ETF made up 0.79% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #37 holding.
Wolf Group Capital Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2023 and has held it in 9 quarters since.
710 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.