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Avantax Planning Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Avantax Planning Partners’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
Q3 		– Sell
-6,379
Closed -$697K – 457
2025
Q2 		$697K Sell
6,379
-1,039
-14% -$102K 0.02% 224
2025
Q1 		$688K Buy
7,418
+912
+14% +$92.6K 0.02% 214
2024
Q4 		$672K Sell
6,506
-819
-11% -$82.9K 0.02% 212
2024
Q3 		$707K Hold
7,325
– – 0.03% 206
2024
Q2 		$687K Hold
7,325
– – 0.02% 239
2024
Q1 		$635K Buy
+7,325
New +$608K 0.02% 260

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Avantax Planning Partners's VONG Position: Q3 2025 in Review

Avantax Planning Partners sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2025, closing a stake of 6,379 shares — an estimated $697K sold.

Avantax Planning Partners first reported a position in VONG in Q1 2024 and held it in 6 quarters. The position peaked at $707K in Q3 2024. 790 funds tracked by Wall St. Rank hold VONG as of Q3 2025.

  • Avantax Planning Partners reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 6,379 Vanguard Russell 1000 Growth ETF shares in Q3 2025, an estimated $697K.
  • Avantax Planning Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and held it in 6 quarters.
  • Avantax Planning Partners's Vanguard Russell 1000 Growth ETF position peaked at $707K in Q3 2024.
  • 790 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.