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Summit X LLC’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Summit X LLC’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 		– Sell
-326,178
Closed -$35.6M – 230
2025
Q2 		$35.6M Buy
326,178
+145,260
+80% +$14.3M 6.64% 1
2025
Q1 		$16.8M Sell
180,918
-574
-0.3% -$58.3K 3.53% 7
2024
Q4 		$18.7M Sell
181,492
-27,419
-13% -$2.78M 4.16% 3
2024
Q3 		$19.6M Sell
208,911
-9,095
-4% -$849K 4.77% 3
2024
Q2 		$20.5M Buy
+218,006
New +$19.2M 4.6% 3

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
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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Summit X LLC's VONG Position: Q3 2025 in Review

Summit X LLC sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2025, closing a stake of 326,178 shares — an estimated $35.6M sold.

Summit X LLC first reported a position in VONG in Q2 2024 and held it in 5 quarters. The position peaked at $35.6M in Q2 2025. 790 funds tracked by Wall St. Rank hold VONG as of Q3 2025.

  • Summit X LLC reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 326,178 Vanguard Russell 1000 Growth ETF shares in Q3 2025, an estimated $35.6M.
  • Summit X LLC first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and held it in 5 quarters.
  • Summit X LLC's Vanguard Russell 1000 Growth ETF position peaked at $35.6M in Q2 2025.
  • 790 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.