LBJ Family Wealth Advisors, Ltd. VONG Vanguard Russell 1000 Growth ETF

Ownership history in LBJ Family Wealth Advisors, Ltd.  ·  20 quarters on record

AI Ownership Summary

LBJ Family Wealth Advisors, Ltd. reported Vanguard Russell 1000 Growth ETF (VONG) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.92% in 2025 Q4. The latest visible filing shows VONG at 0.90% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VONG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LBJ Family Wealth Advisors, Ltd.'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
2026 Q2

VONG was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2025 Q4

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 2026 Q2

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 LBJ Family Wealth Advisors, Ltd. held VONG — position size vs. price
% of Fund (quarterly)    VONG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 14,124 +80 +0.6% 0.90% $2K 2026-07-14 $126.86
2026 Q1 ADDED 14,044 +305 +2.2% 0.87% $1K 2026-04-02 $110.54
2025 Q4 ADDED 13,739 +330 +2.5% 0.92% $1.7M 2026-01-02 $121.13
2025 Q3 ADDED 13,409 +301 +2.3% 0.88% $1.6M 2025-10-07 $120.54
2025 Q2 ADDED 13,108 +736 +5.9% 0.83% $1.4M 2025-07-07 $108.91
2025 Q1 REDUCED 9.3% +17.8% 12,372 -1,276 -9.3% 0.73% $1.1M 2025-04-01 $93.12
2024 Q4 UNCHANGED 13,648 0% 0.75% $1.2M 2025-01-07 $103.20
2024 Q3 UNCHANGED 13,648 0% 0.75% $1.2M 2024-10-01 $94.43
2024 Q2 UNCHANGED 13,648 0% 0.75% $1.2M 2024-07-15 $96.24
2024 Q1 ADDED 13,648 +209 +1.6% 0.75% $1.2M 2024-04-02 $84.94
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LBJ Family Wealth Advisors, Ltd. and VONG

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

How long has LBJ Family Wealth Advisors, Ltd. reported owning VONG?

LBJ Family Wealth Advisors, Ltd. reported VONG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VONG position in LBJ Family Wealth Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for VONG was 0.92% in 2025 Q4.

What is the latest reported VONG position on this page?

The most recent filing on this page is 2026 Q2, when LBJ Family Wealth Advisors, Ltd. reported 14,124 shares, equal to 0.90% of portfolio, with an estimated market value of $2K.

What does the chart on this VONG ownership page compare?

The chart compares LBJ Family Wealth Advisors, Ltd.'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.

How well did LBJ Family Wealth Advisors, Ltd. time their VONG position?

Based on 13F filing dates vs. subsequent VONG price moves, LBJ Family Wealth Advisors, Ltd. correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on VONG relative to SPY over the holding period was +0.1%.

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