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

Financial Insights’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
2024
Q4 		– Sell
-2,600
Closed -$251K – 147
2024
Q3 		$251K Sell
2,600
-4,164
-62% -$389K 0.08% 127
2024
Q2 		$635K Hold
6,764
– – 0.18% 79
2024
Q1 		$586K Hold
6,764
– – 0.16% 94
2023
Q4 		$528K Hold
6,764
– – 0.17% 92
2023
Q3 		$456K Hold
6,764
– – 0.16% 98
2023
Q2 		$479K Hold
6,764
– – 0.18% 98
2023
Q1 		$425K Sell
6,764
-1,600
-19% -$94.8K 0.17% 103
2022
Q4 		$461K Buy
8,364
+4,164
+99% +$236K 0.22% 87
2022
Q3 		$228K Buy
+4,200
New +$254K 0.15% 110

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Financial Insights's VONG Position: Q4 2024 in Review

Financial Insights sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2024, closing a stake of 2,600 shares — an estimated $251K sold.

Financial Insights first reported a position in VONG in Q3 2022 and held it in 9 quarters. The position peaked at $635K in Q2 2024. 740 funds tracked by Wall St. Rank hold VONG as of Q4 2024.

  • Financial Insights reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Insights sold 2,600 Vanguard Russell 1000 Growth ETF shares in Q4 2024, an estimated $251K.
  • Financial Insights first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2022 and held it in 9 quarters.
  • Financial Insights's Vanguard Russell 1000 Growth ETF position peaked at $635K in Q2 2024.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2024.

Based on Financial Insights's 13F filing for Q4 2024, filed 5 Mar 2025.