HGERS
VONG icon

Householder Group Estate & Retirement Specialist’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$0 Sell
8
-4,337
-100% -$439K ﹤0.01% 1207
2024
Q3 		$419K Sell
4,345
-6,209
-59% -$579K 0.12% 161
2024
Q2 		$990K Sell
10,554
-240
-2% -$21.1K 0.28% 79
2024
Q1 		$936K Buy
10,794
+1,438
+15% +$119K 0.28% 79
2023
Q4 		$729K Buy
9,356
+5,976
+177% +$435K 0.24% 86
2023
Q3 		$231K Buy
+3,380
New +$240K 0.08% 202
2023
Q1 		$83K Buy
+1,326
New +$78.6K 0.03% 345

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T 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
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
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

Householder Group Estate & Retirement Specialist's VONG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 100% in Q4 2024, selling an estimated $439K and leaving 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Householder Group Estate & Retirement Specialist first reported a position in VONG in Q1 2023 and has held it in 7 quarters since. The position peaked at $990K in Q2 2024. 739 funds tracked by Wall St. Rank hold VONG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 8 shares of Vanguard Russell 1000 Growth ETF worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 4,337 Vanguard Russell 1000 Growth ETF shares in Q4 2024, an estimated $439K.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1207 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2023 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's Vanguard Russell 1000 Growth ETF position peaked at $990K in Q2 2024.
  • 739 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.