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

Hershey Financial Advisers’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
-19,478
Closed -$2.13M – 99
2025
Q2 		$2.13M Buy
+19,478
New +$1.92M 1.9% 14
2024
Q4 		$525K Buy
+5,087
New +$515K 0.46% 52
2024
Q2 		$1.24M Buy
+13,270
New +$1.17M 1.12% 24

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
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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hershey Financial Advisers's VONG Position: Q3 2025 in Review

Hershey Financial Advisers sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2025, closing a stake of 19,478 shares — an estimated $2.13M sold.

Hershey Financial Advisers first reported a position in VONG in Q2 2024 and held it in 3 quarters. The position peaked at $2.13M in Q2 2025. 788 funds tracked by Wall St. Rank hold VONG as of Q3 2025.

  • Hershey Financial Advisers reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Hershey Financial Advisers sold 19,478 Vanguard Russell 1000 Growth ETF shares in Q3 2025, an estimated $2.13M.
  • Hershey Financial Advisers first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and held it in 3 quarters.
  • Hershey Financial Advisers's Vanguard Russell 1000 Growth ETF position peaked at $2.13M in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2025.

Based on Hershey Financial Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.