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

Lokken Investment 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
2025
Q3 		$620K Sell
5,147
-205
-4% -$23.5K 0.21% 83
2025
Q2 		$584K Buy
5,352
+4
+0.1% +$394 0.23% 78
2025
Q1 		$496K Sell
5,348
-72
-1% -$7.31K 0.21% 81
2024
Q4 		$560K Buy
5,420
+96
+2% +$9.72K 0.24% 77
2024
Q3 		$514K Sell
5,324
-927
-15% -$86.5K 0.21% 85
2024
Q2 		$586K Buy
6,251
+169
+3% +$14.9K 0.28% 78
2024
Q1 		$527K Sell
6,082
-185
-3% -$15.3K 0.26% 83
2023
Q4 		$489K Buy
6,267
+712
+13% +$51.8K 0.28% 79
2023
Q3 		$380K Buy
5,555
+97
+2% +$6.89K 0.25% 85
2023
Q2 		$386K Buy
5,458
+1,085
+25% +$71K 0.25% 88
2023
Q1 		$275K Buy
+4,373
New +$259K 0.21% 100

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
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
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

Lokken Investment Group's VONG Position: Q3 2025 in Review

Lokken Investment Group reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 3.8% in Q3 2025, selling an estimated $23.5K and leaving 5,147 shares worth $620K. The position accounts for 0.21% of the portfolio, ranked #83.

Lokken Investment Group first reported a position in VONG in Q1 2023 and has held it in 11 quarters since. 788 funds tracked by Wall St. Rank hold VONG as of Q3 2025.

  • Lokken Investment Group held 5,147 shares of Vanguard Russell 1000 Growth ETF worth $620K as of Q3 2025.
  • Lokken Investment Group sold 205 Vanguard Russell 1000 Growth ETF shares in Q3 2025, an estimated $23.5K.
  • Vanguard Russell 1000 Growth ETF made up 0.21% of Lokken Investment Group's portfolio in Q3 2025, its #83 holding.
  • Lokken Investment Group first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2023 and has held it in 11 quarters since.
  • 788 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.