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Benchmark Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Benchmark Wealth Management’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 		$696K Buy
6,375
+68
+1% +$6.69K 0.31% 36
2025
Q1 		$585K Sell
6,307
-748
-11% -$76K 0.28% 38
2024
Q4 		$729K Sell
7,055
-754
-10% -$76.4K 0.36% 28
2024
Q3 		$754K Sell
7,809
-632
-7% -$59K 0.37% 27
2024
Q2 		$792K Sell
8,441
-529
-6% -$46.5K 0.42% 24
2024
Q1 		$777K Buy
8,970
+104
+1% +$8.63K 0.42% 24
2023
Q4 		$692K Sell
8,866
-649
-7% -$47.2K 0.41% 26
2023
Q3 		$651K Sell
9,515
-1,188
-11% -$84.4K 0.42% 28
2023
Q2 		$757K Sell
10,703
-724
-6% -$47.4K 0.46% 22
2023
Q1 		$718K Buy
11,427
+1,053
+10% +$62.4K 0.46% 24
2022
Q4 		$572K Buy
10,374
+516
+5% +$29.2K 0.41% 27
2022
Q3 		$534K Buy
9,858
+374
+4% +$22.6K 0.42% 25
2022
Q2 		$534K Buy
9,484
+109
+1% +$6.73K 0.39% 24
2022
Q1 		$669K Buy
9,375
+1,767
+23% +$124K 0.45% 20
2021
Q4 		$598K Buy
7,608
+2,780
+58% +$212K 0.39% 24
2021
Q3 		$340K Sell
4,828
-906
-16% -$65.9K 0.24% 30
2021
Q2 		$400K Buy
5,734
+450
+9% +$29.8K 0.27% 24
2021
Q1 		$330K Sell
5,284
-660
-11% -$41.3K 0.24% 29
2020
Q4 		$368K Sell
5,944
-172
-3% -$10.1K 0.28% 24
2020
Q3 		$341K Sell
6,116
-608
-9% -$32.9K 0.27% 26
2020
Q2 		$332K Sell
6,724
-724
-10% -$32.8K 0.28% 25
2020
Q1 		$288K Hold
7,448
– – 0.29% 24
2019
Q4 		$337K Buy
+7,448
New +$320K 0.29% 30

Other funds holding VONG

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Benchmark Wealth Management's VONG Position: Q2 2025 in Review

Benchmark Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 1.1% in Q2 2025, buying an estimated $6.69K and bringing the position to 6,375 shares worth $696K. The position accounts for 0.31% of the portfolio, ranked #36.

Benchmark Wealth Management first reported a position in VONG in Q4 2019 and has held it in 23 quarters since. The position peaked at $792K in Q2 2024. 747 funds tracked by Wall St. Rank hold VONG as of Q2 2025.

  • Benchmark Wealth Management held 6,375 shares of Vanguard Russell 1000 Growth ETF worth $696K as of Q2 2025.
  • Benchmark Wealth Management bought 68 Vanguard Russell 1000 Growth ETF shares in Q2 2025, an estimated $6.69K.
  • Vanguard Russell 1000 Growth ETF made up 0.31% of Benchmark Wealth Management's portfolio in Q2 2025, its #36 holding.
  • Benchmark Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • Benchmark Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $792K in Q2 2024.
  • 747 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.