Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-6,205
Closed -$748K – 1302
2025
Q3 		$748K Sell
6,205
-1
-0% -$115 ﹤0.01% 906
2025
Q2 		$678K Buy
6,206
+153
+3% +$15.1K ﹤0.01% 887
2025
Q1 		$562K Sell
6,053
-234
-4% -$23.8K ﹤0.01% 875
2024
Q4 		$649K Sell
6,287
-1,021
-14% -$103K ﹤0.01% 829
2024
Q3 		$705K Sell
7,308
-995
-12% -$92.8K 0.01% 703
2024
Q2 		$779K Sell
8,303
-278
-3% -$24.4K 0.01% 591
2024
Q1 		$744K Buy
+8,581
New +$712K 0.01% 455

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kovitz Investment Group Partners's VONG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2025, closing a stake of 6,205 shares — an estimated $748K sold.

Kovitz Investment Group Partners first reported a position in VONG in Q1 2024 and held it in 7 quarters. The position peaked at $779K in Q2 2024. 858 funds tracked by Wall St. Rank hold VONG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,205 Vanguard Russell 1000 Growth ETF shares in Q4 2025, an estimated $748K.
  • Kovitz Investment Group Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Vanguard Russell 1000 Growth ETF position peaked at $779K in Q2 2024.
  • 858 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.