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

Affinity 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
2020
Q4 		– Sell
-373,440
Closed -$21M – 97
2020
Q3 		$21M Buy
+373,440
New +$20.2M 5.65% 7

Other funds holding VONG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Affinity Wealth Management's VONG Position: Q4 2020 in Review

Affinity Wealth Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2020, closing a stake of 373,440 shares — an estimated $21M sold.

Affinity Wealth Management first reported a position in VONG in Q3 2020 and held it in 1 quarter. The position peaked at $21M in Q3 2020. 251 funds tracked by Wall St. Rank hold VONG as of Q4 2020.

  • Affinity Wealth Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 373,440 Vanguard Russell 1000 Growth ETF shares in Q4 2020, an estimated $21M.
  • Affinity Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Affinity Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $21M in Q3 2020.
  • 251 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2020.

Based on Affinity Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.