AWM
VONG icon

Activest Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Activest Wealth 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
2023
Q1 		– Sell
-1,281
Closed -$70.8K – 561
2022
Q4 		$70.8K Buy
+1,281
New +$72.5K 0.02% 161

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Activest Wealth Management's VONG Position: Q1 2023 in Review

Activest Wealth Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2023, closing a stake of 1,281 shares — an estimated $70.8K sold.

Activest Wealth Management first reported a position in VONG in Q4 2022 and held it in 1 quarter. The position peaked at $70.8K in Q4 2022. 423 funds tracked by Wall St. Rank hold VONG as of Q1 2023.

  • Activest Wealth Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,281 Vanguard Russell 1000 Growth ETF shares in Q1 2023, an estimated $70.8K.
  • Activest Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Activest Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $70.8K in Q4 2022.
  • 423 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.