VONG β€” VANGUARD RUSSELL 1000 GROWTH

Ownership history in Elite Financial, Inc.  Β·  5 quarters on record

AI Ownership Summary

Elite Financial, Inc. reported VANGUARD RUSSELL 1000 GROWTH (VONG) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 11.29% in 2025 Q3. The latest visible filing shows VONG at 10.91% 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 Elite Financial, Inc.'s position in VANGUARD RUSSELL 1000 GROWTH, 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 Q4

VONG was reported at 10.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.29% 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 Q4 to 2025 Q4

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 Elite Financial, Inc. held VONG β€” position size vs. price
% of Fund (quarterly)    VONG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 197,068 -1,827 -0.9% 10.91% $24K 2026-02-14 (Est.) $114.96
2025 Q3 REDUCED 198,895 -16 -0.0% 11.29% $25K 2025-11-14 $120.91
2025 Q2 ADDED 198,911 +941 +0.5% 11.09% $23K 2025-08-11 $114.18
2025 Q1 ADDED 197,970 +17,068 +9.4% 9.71% $18K 2025-04-29 $93.92
2024 Q4 INITIATED 180,902 β€” β€” 10.13% $19K 2025-03-06 $96.47

FAQ About Elite Financial, Inc. and VONG

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

How long has Elite Financial, Inc. reported owning VONG?

Elite Financial, Inc. reported VONG across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VONG position in Elite Financial, Inc.'s portfolio?

The largest reported portfolio weight for VONG was 11.29% in 2025 Q3.

What is the latest reported VONG position on this page?

The most recent filing on this page is 2025 Q4, when Elite Financial, Inc. reported 197,068 shares, equal to 10.91% of portfolio, with an estimated market value of $24K.

What does the chart on this VONG ownership page compare?

The chart compares Elite Financial, Inc.'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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