VONG β€” VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C6802

Ownership history in WIN ADVISORS, INC  Β·  13 quarters on record

AI Ownership Summary

WIN ADVISORS, INC reported VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C6802 (VONG) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 6.64% in 2023 Q3. The latest visible filing shows VONG at 4.28% 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 WIN ADVISORS, INC's position in VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C6802, 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 4.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.64% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 WIN ADVISORS, INC 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 Q4 REDUCED 82,751 -21,798 -20.8% 4.28% $10.1M 2026-02-14 (Est.) $115.11
2025 Q3 ADDED 104,549 +80,946 +342.9% 6.13% $12.6M 2025-11-04 $123.21
2025 Q2 REDUCED 23,603 -83,277 -77.9% 1.24% $2.6M 2025-08-14 $115.60
2024 Q4 REDUCED 106,880 -903 -0.8% 5.34% $11.0M 2025-01-27 $103.36
2024 Q2 REDUCED 107,783 -90,396 -45.6% 4.51% $10.1M 2024-08-02 $87.90
2023 Q3 ADDED 198,179 +183,309 +1232.7% 6.64% $13.6M 2023-10-30 $66.29
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WIN ADVISORS, 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 WIN ADVISORS, INC reported owning VONG?

WIN ADVISORS, INC reported VONG across 6 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VONG position in WIN ADVISORS, INC's portfolio?

The largest reported portfolio weight for VONG was 6.64% in 2023 Q3.

What is the latest reported VONG position on this page?

The most recent filing on this page is 2025 Q4, when WIN ADVISORS, INC reported 82,751 shares, equal to 4.28% of portfolio, with an estimated market value of $10.1M.

What does the chart on this VONG ownership page compare?

The chart compares WIN ADVISORS, 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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