LFG
VONG icon

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

Lockerman Financial Group’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
2026
Q2 		$317K Sell
2,483
-4
-0.2% -$496 0.49% 59
2026
Q1 		$273K Buy
2,487
+30
+1% +$3.5K 0.49% 70
2025
Q4 		$299K Sell
2,457
-383
-13% -$46.7K 0.57% 57
2025
Q3 		$342K Buy
2,840
+46
+2% +$5.27K 0.43% 71
2025
Q2 		$305K Hold
2,794
– – 0.41% 85
2025
Q1 		$259K Buy
2,794
+1
+0% +$102 0.39% 88
2024
Q4 		$289K Buy
+2,793
New +$283K 0.49% 70

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lockerman Financial Group's VONG Position: Q2 2026 in Review

Lockerman Financial Group reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.16% in Q2 2026, selling an estimated $496 and leaving 2,483 shares worth $317K. The position accounts for 0.49% of the portfolio, ranked #59.

Lockerman Financial Group first reported a position in VONG in Q4 2024 and has held it in 7 quarters since. The position peaked at $342K in Q3 2025. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Lockerman Financial Group held 2,483 shares of Vanguard Russell 1000 Growth ETF worth $317K as of Q2 2026.
  • Lockerman Financial Group sold 4 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $496.
  • Vanguard Russell 1000 Growth ETF made up 0.49% of Lockerman Financial Group's portfolio in Q2 2026, its #59 holding.
  • Lockerman Financial Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Lockerman Financial Group's Vanguard Russell 1000 Growth ETF position peaked at $342K in Q3 2025.
  • 956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.