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Cheviot Value Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Cheviot Value 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
Q4 		– Sell
-819
Closed -$103K – 444
2025
Q3 		$103K Buy
+819
New +$93.9K 0.01% 168

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cheviot Value Management's VONG Position: Q4 2025 in Review

Cheviot Value Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2025, closing a stake of 819 shares — an estimated $103K sold.

Cheviot Value Management first reported a position in VONG in Q3 2025 and held it in 1 quarter. The position peaked at $103K in Q3 2025. 856 funds tracked by Wall St. Rank hold VONG as of Q4 2025.

  • Cheviot Value Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Cheviot Value Management sold 819 Vanguard Russell 1000 Growth ETF shares in Q4 2025, an estimated $103K.
  • Cheviot Value Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Cheviot Value Management's Vanguard Russell 1000 Growth ETF position peaked at $103K in Q3 2025.
  • 856 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2025.

Based on Cheviot Value Management's 13F filing for Q4 2025, filed 3 Feb 2026.