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KCM Investment Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

KCM Investment 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
2024
Q4 		– Sell
-3,005
Closed -$290K – 386
2024
Q3 		$290K Hold
3,005
– – 0.01% 326
2024
Q2 		$282K Hold
3,005
– – 0.01% 317
2024
Q1 		$260K Hold
3,005
– – 0.01% 338
2023
Q4 		$234K Hold
3,005
– – 0.01% 342
2023
Q3 		$206K Hold
3,005
– – 0.01% 355
2023
Q2 		$213K Buy
+3,005
New +$197K 0.01% 370

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 $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
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

KCM Investment Advisors's VONG Position: Q4 2024 in Review

KCM Investment Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2024, closing a stake of 3,005 shares — an estimated $290K sold.

KCM Investment Advisors first reported a position in VONG in Q2 2023 and held it in 6 quarters. The position peaked at $290K in Q3 2024. 739 funds tracked by Wall St. Rank hold VONG as of Q4 2024.

  • KCM Investment Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • KCM Investment Advisors sold 3,005 Vanguard Russell 1000 Growth ETF shares in Q4 2024, an estimated $290K.
  • KCM Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2023 and held it in 6 quarters.
  • KCM Investment Advisors's Vanguard Russell 1000 Growth ETF position peaked at $290K in Q3 2024.
  • 739 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2024.

Based on KCM Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.