Wolff Financial Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Wolff Financial Management’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
2024 Q4	–	Sell	-6,450	Closed	-$623K	–	99
2024 Q3	$623K	Hold	6,450	–	–	0.17%	57
2024 Q2	$605K	Sell	6,450 -133	-2%	-$11.7K	0.45%	27
2024 Q1	$571K	Sell	6,583 -117	-2%	-$9.71K	0.17%	61
2023 Q4	$523K	Hold	6,700	–	–	0.16%	65
2023 Q3	$459K	Hold	6,700	–	–	0.16%	67
2023 Q2	$474K	Buy	6,700 +1	+0%	+$65	0.41%	27
2023 Q1	$421K	Hold	6,699	–	–	0.15%	76
2022 Q4	$369K	Buy	6,699 +1	+0%	+$57	0.14%	79
2022 Q3	$363K	Sell	6,698 -1	-0%	-$60	0.17%	78
2022 Q2	$377K	Hold	6,699	–	–	0.17%	80
2022 Q1	$478K	Sell	6,699 -320	-5%	-$22.5K	0.19%	73
2021 Q4	$551K	Hold	7,019	–	–	0.21%	67
2021 Q3	$495K	Buy	+7,019	New	+$511K	0.43%	26

Other funds holding VONG

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolff Financial Management's VONG Position: Q4 2024 in Review

Wolff Financial Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2024, closing a stake of 6,450 shares — an estimated $623K sold.

Wolff Financial Management first reported a position in VONG in Q3 2021 and held it in 13 quarters. The position peaked at $623K in Q3 2024. 739 funds tracked by Wall St. Rank hold VONG as of Q4 2024.

Wolff Financial Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Wolff Financial Management sold 6,450 Vanguard Russell 1000 Growth ETF shares in Q4 2024, an estimated $623K.
Wolff Financial Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2021 and held it in 13 quarters.
Wolff Financial Management's Vanguard Russell 1000 Growth ETF position peaked at $623K in Q3 2024.
739 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2024.

Based on Wolff Financial Management's 13F filing for Q4 2024, filed 21 Jan 2025.