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Williams & Novak’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Williams & Novak’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
Q2 		– Sell
-3,200
Closed -$300K – 150
2025
Q1 		$300K Hold
3,200
– – 0.29% 80
2024
Q4 		$331K Hold
3,200
– – 0.32% 75
2024
Q3 		$309K Hold
3,200
– – 0.29% 82
2024
Q2 		$300K Hold
3,200
– – 0.28% 83
2024
Q1 		$250K Hold
3,200
– – 0.28% 72
2023
Q4 		$250K Buy
+3,200
New +$233K 0.28% 72

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Williams & Novak's VONG Position: Q2 2025 in Review

Williams & Novak sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2025, closing a stake of 3,200 shares — an estimated $300K sold.

Williams & Novak first reported a position in VONG in Q4 2023 and held it in 6 quarters. The position peaked at $331K in Q4 2024. 747 funds tracked by Wall St. Rank hold VONG as of Q2 2025.

  • Williams & Novak reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Williams & Novak sold 3,200 Vanguard Russell 1000 Growth ETF shares in Q2 2025, an estimated $300K.
  • Williams & Novak first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and held it in 6 quarters.
  • Williams & Novak's Vanguard Russell 1000 Growth ETF position peaked at $331K in Q4 2024.
  • 747 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2025.

Based on Williams & Novak's 13F filing for Q2 2025, filed 24 Jul 2025.