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

Beacon Investment 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
Q3 		– Sell
-2,032
Closed -$222K – 257
2025
Q2 		$222K Buy
+2,032
New +$200K 0.01% 233

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

Beacon Investment Advisory Services's VONG Position: Q3 2025 in Review

Beacon Investment Advisory Services sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2025, closing a stake of 2,032 shares — an estimated $222K sold.

Beacon Investment Advisory Services first reported a position in VONG in Q2 2025 and held it in 1 quarter. The position peaked at $222K in Q2 2025. 790 funds tracked by Wall St. Rank hold VONG as of Q3 2025.

  • Beacon Investment Advisory Services reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 2,032 Vanguard Russell 1000 Growth ETF shares in Q3 2025, an estimated $222K.
  • Beacon Investment Advisory Services first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and held it in 1 quarter.
  • Beacon Investment Advisory Services's Vanguard Russell 1000 Growth ETF position peaked at $222K in Q2 2025.
  • 790 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2025.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.