VONG β€” VANGUARD RUSSELL 1000 GROWTH ETF

Ownership history in ELEVATION POINT WEALTH PARTNERS, LLC  Β·  6 quarters on record

AI Ownership Summary

ELEVATION POINT WEALTH PARTNERS, LLC reported VANGUARD RUSSELL 1000 GROWTH ETF (VONG) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.07% in 2025 Q3. The latest visible filing shows VONG at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VONG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELEVATION POINT WEALTH PARTNERS, LLC's position in VANGUARD RUSSELL 1000 GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VONG was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ELEVATION POINT WEALTH PARTNERS, LLC held VONG β€” position size vs. price
% of Fund (quarterly)    VONG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 8,786 +1,742 +24.7% 0.07% $1.1M 2025-11-14 $120.91
2025 Q2 ADDED 7,044 +9 +0.1% 0.06% $769K 2025-08-13 $115.32
2025 Q1 ADDED 7,035 +10 +0.1% 0.06% $653K 2025-04-16 $87.40
2024 Q4 ADDED 7,025 +1,672 +31.2% 0.06% $726K 2025-01-22 $106.31
2024 Q2 UNCHANGED 5,353 β€” 0% 0.04% $502K 2024-08-13 $90.46
2024 Q1 INITIATED 5,353 β€” β€” 0.04% $464K 2024-05-15 $87.61

🏒 Other funds also holding VONG

As of 2026 Q1 β€” sorted by position size

Crumly & Associates Inc. 3Y 1.12% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 0.87%

FAQ About ELEVATION POINT WEALTH PARTNERS, LLC and VONG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELEVATION POINT WEALTH PARTNERS, LLC reported owning VONG?

ELEVATION POINT WEALTH PARTNERS, LLC reported VONG across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported VONG position in ELEVATION POINT WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for VONG was 0.07% in 2025 Q3.

What is the latest reported VONG position on this page?

The most recent filing on this page is 2025 Q3, when ELEVATION POINT WEALTH PARTNERS, LLC reported 8,786 shares, equal to 0.07% of portfolio, with an estimated market value of $1.1M.

What does the chart on this VONG ownership page compare?

The chart compares ELEVATION POINT WEALTH PARTNERS, LLC's quarterly VONG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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