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Financial Advocates Investment Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-22,372
Closed -$2.44M – 583
2025
Q2 		$2.44M Buy
22,372
+13,624
+156% +$1.34M 0.2% 111
2025
Q1 		$812K Sell
8,748
-2,174
-20% -$221K 0.06% 326
2024
Q4 		$1.13M Sell
10,922
-1,041
-9% -$105K 0.06% 281
2024
Q3 		$1.15M Sell
11,963
-195
-2% -$18.2K 0.07% 279
2024
Q2 		$1.14M Buy
12,158
+127
+1% +$11.2K 0.07% 261
2024
Q1 		$1.04M Sell
12,031
-162
-1% -$13.4K 0.06% 302
2023
Q4 		$951K Sell
12,193
-10,871
-47% -$791K 0.06% 296
2023
Q3 		$1.58M Buy
23,064
+2,837
+14% +$202K 0.11% 196
2023
Q2 		$1.43M Sell
20,227
-1,004
-5% -$65.7K 0.1% 208
2023
Q1 		$1.34M Buy
21,231
+845
+4% +$50.1K 0.1% 230
2022
Q4 		$1.12M Buy
20,386
+11,135
+120% +$630K 0.08% 261
2022
Q3 		$502K Buy
9,251
+334
+4% +$20.2K 0.04% 417
2022
Q2 		$502K Sell
8,917
-1,559
-15% -$96.3K 0.04% 395
2022
Q1 		$748K Buy
10,476
+10
+0.1% +$702 0.05% 357
2021
Q4 		$822K Buy
10,466
+1,854
+22% +$141K 0.05% 370
2021
Q3 		$607K Buy
8,612
+2,595
+43% +$189K 0.04% 439
2021
Q2 		$420K Buy
6,017
+69
+1% +$4.58K 0.03% 519
2021
Q1 		$372K Buy
5,948
+764
+15% +$47.8K 0.03% 549
2020
Q4 		$321K Sell
5,184
-1,112
-18% -$65.1K 0.02% 546
2020
Q3 		$351K Sell
6,296
-388
-6% -$21K 0.03% 445
2020
Q2 		$330K Sell
6,684
-2,004
-23% -$90.8K 0.03% 445
2020
Q1 		$336K Sell
8,688
-200
-2% -$8.86K 0.05% 337
2019
Q4 		$402K Sell
8,888
-392
-4% -$16.8K 0.04% 356
2019
Q3 		$381K Buy
9,280
+3,740
+68% +$154K 0.04% 337
2019
Q2 		$225K Buy
+5,540
New +$220K 0.03% 426
2018
Q4 		– Sell
-11,016
Closed -$440K – 512
2018
Q3 		$440K Buy
11,016
+480
+5% +$18.6K 0.05% 310
2018
Q2 		$389K Sell
10,536
-40
-0.4% -$1.45K 0.05% 314
2018
Q1 		$369K Hold
10,576
– – 0.05% 321
2017
Q4 		$365K Buy
+10,576
New +$355K 0.05% 316

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 $110B AUM 26.29% 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 $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 $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Advocates Investment Management's VONG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2025, closing a stake of 22,372 shares — an estimated $2.44M sold.

Financial Advocates Investment Management first reported a position in VONG in Q4 2017 and held it in 29 quarters. The position peaked at $2.44M in Q2 2025. 789 funds tracked by Wall St. Rank hold VONG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 22,372 Vanguard Russell 1000 Growth ETF shares in Q3 2025, an estimated $2.44M.
  • Financial Advocates Investment Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's Vanguard Russell 1000 Growth ETF position peaked at $2.44M in Q2 2025.
  • 789 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.