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 Q3	$289K	Sell	2,243 -240	-10%	-$30.2K	0.41%	70
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Lockerman Financial Group's VONG Position: Q3 2026 in Review

Lockerman Financial Group reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 9.7% in Q3 2026, selling an estimated $30.2K and leaving 2,243 shares worth $289K. The position accounts for 0.41% of the portfolio, ranked #70.

Lockerman Financial Group first reported a position in VONG in Q4 2024 and has held it in 8 quarters since. The position peaked at $342K in Q3 2025. 563 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

Lockerman Financial Group held 2,243 shares of Vanguard Russell 1000 Growth ETF worth $289K as of Q3 2026.
Lockerman Financial Group sold 240 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $30.2K.
Vanguard Russell 1000 Growth ETF made up 0.41% of Lockerman Financial Group's portfolio in Q3 2026, its #70 holding.
Lockerman Financial Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Lockerman Financial Group's Vanguard Russell 1000 Growth ETF position peaked at $342K in Q3 2025.
563 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Lockerman Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.