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

Oxford 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
2025
Q1 		– Sell
-200
Closed -$20.7K – 301
2024
Q4 		$20.7K Buy
+200
New +$20.3K ﹤0.01% 281

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oxford Financial Group's VONG Position: Q1 2025 in Review

Oxford Financial Group sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2025, closing a stake of 200 shares — an estimated $20.7K sold.

Oxford Financial Group first reported a position in VONG in Q4 2024 and held it in 1 quarter. The position peaked at $20.7K in Q4 2024. 710 funds tracked by Wall St. Rank hold VONG as of Q1 2025.

  • Oxford Financial Group reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Oxford Financial Group sold 200 Vanguard Russell 1000 Growth ETF shares in Q1 2025, an estimated $20.7K.
  • Oxford Financial Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Oxford Financial Group's Vanguard Russell 1000 Growth ETF position peaked at $20.7K in Q4 2024.
  • 710 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.