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DHK Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

DHK Financial 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
Q2 		$1.59M Sell
14,550
-14,550
-50% -$1.43M 0.91% 23
2025
Q1 		$2.7M Buy
29,100
+14,550
+100% +$1.48M 1.48% 12
2024
Q4 		$1.5M Hold
14,550
– – 0.91% 24
2024
Q3 		$1.4M Buy
+14,550
New +$1.36M 0.86% 25

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DHK Financial Advisors's VONG Position: Q2 2025 in Review

DHK Financial Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 50% in Q2 2025, selling an estimated $1.43M and leaving 14,550 shares worth $1.59M. The position accounts for 0.91% of the portfolio, ranked #23.

DHK Financial Advisors first reported a position in VONG in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.7M in Q1 2025. 750 funds tracked by Wall St. Rank hold VONG as of Q2 2025.

  • DHK Financial Advisors held 14,550 shares of Vanguard Russell 1000 Growth ETF worth $1.59M as of Q2 2025.
  • DHK Financial Advisors sold 14,550 Vanguard Russell 1000 Growth ETF shares in Q2 2025, an estimated $1.43M.
  • Vanguard Russell 1000 Growth ETF made up 0.91% of DHK Financial Advisors's portfolio in Q2 2025, its #23 holding.
  • DHK Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • DHK Financial Advisors's Vanguard Russell 1000 Growth ETF position peaked at $2.7M in Q1 2025.
  • 750 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.