Avantax Advisory Services’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Avantax Advisory Services’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 Q2	$1.11B	Sell	10,133,619 -254,710	-2%	-$25.1M	6.08%	2
2025 Q1	$964M	Buy	10,388,329 +8,008	+0.1%	+$813K	5.85%	2
2024 Q4	$1.07B	Sell	10,380,321 -39,866	-0.4%	-$4.04M	6.73%	1
2024 Q3	$1.01B	Sell	10,420,187 -226,061	-2%	-$21.1M	6.6%	2
2024 Q2	$999M	Sell	10,646,248 -119,219	-1%	-$10.5M	7.12%	1
2024 Q1	$933M	Buy	10,765,467 +60,374	+0.6%	+$5.01M	8.28%	1
2023 Q4	$835M	Buy	10,705,093 +43,960	+0.4%	+$3.2M	8.29%	1
2023 Q3	$730M	Buy	10,661,133 +5,689,290	+114%	+$404M	8.17%	1
2023 Q2	$352M	Buy	4,971,843 +26,193	+0.5%	+$1.71M	4.02%	5
2023 Q1	$311M	Buy	4,945,650 +237,419	+5%	+$14.1M	3.81%	5
2022 Q4	$260M	Buy	4,708,231 +4,697,923	+45,576%	+$266M	3.46%	5
2022 Q3	$559K	Buy	+10,308	New	+$623K	0.01%	728
2022 Q1	–	Sell	-3,002	Closed	-$236K	–	1364
2021 Q4	$236K	Sell	3,002 -261	-8%	-$19.9K	﹤0.01%	1096
2021 Q3	$230K	Sell	3,263 -1,753	-35%	-$128K	﹤0.01%	1046
2021 Q2	$351K	Hold	5,016	–	–	0.01%	842
2021 Q1	$314K	Buy	5,016 +8	+0.2%	+$501	0.01%	791
2020 Q4	$311K	Sell	5,008 -4,680	-48%	-$274K	0.01%	707
2020 Q3	$541K	Buy	9,688 +4,004	+70%	+$217K	0.01%	761
2020 Q2	$282K	Sell	5,684 -1,276	-18%	-$57.8K	0.01%	666
2020 Q1	$270K	Buy	6,960 +128	+2%	+$5.67K	0.01%	614
2019 Q4	$308K	Buy	+6,832	New	+$293K	0.01%	618

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Avantax Advisory Services's VONG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 2.5% in Q2 2025, selling an estimated $25.1M and leaving 10,133,619 shares worth $1.11B. The position accounts for 6.08% of the portfolio, ranked #2.

Avantax Advisory Services first reported a position in VONG in Q4 2019 and has held it in 21 quarters since. 750 funds tracked by Wall St. Rank hold VONG as of Q2 2025.

Avantax Advisory Services held 10,133,619 shares of Vanguard Russell 1000 Growth ETF worth $1.11B as of Q2 2025.
Avantax Advisory Services sold 254,710 Vanguard Russell 1000 Growth ETF shares in Q2 2025, an estimated $25.1M.
Vanguard Russell 1000 Growth ETF made up 6.08% of Avantax Advisory Services's portfolio in Q2 2025, its #2 holding.
Avantax Advisory Services first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and has held it in 21 quarters since.
750 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.