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Chokshi & Queen Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Chokshi & Queen Wealth Advisors’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
-1,706
Closed -$206K – 64
2025
Q3 		$206K Buy
+1,706
New +$196K 0.11% 59

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Chokshi & Queen Wealth Advisors's VONG Position: Q4 2025 in Review

Chokshi & Queen Wealth Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2025, closing a stake of 1,706 shares — an estimated $206K sold.

Chokshi & Queen Wealth Advisors first reported a position in VONG in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 855 funds tracked by Wall St. Rank hold VONG as of Q4 2025.

  • Chokshi & Queen Wealth Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Chokshi & Queen Wealth Advisors sold 1,706 Vanguard Russell 1000 Growth ETF shares in Q4 2025, an estimated $206K.
  • Chokshi & Queen Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Chokshi & Queen Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $206K in Q3 2025.
  • 855 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2025.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.