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Albion Financial Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Albion Financial Group’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
2022
Q3 		– Sell
-722
Closed -$41K – 576
2022
Q2 		$41K Hold
722
– – ﹤0.01% 225
2022
Q1 		$52K Sell
722
-722
-50% -$50.7K ﹤0.01% 256
2021
Q4 		$113K Buy
+1,444
New +$110K 0.01% 240

Other funds holding VONG

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Albion Financial Group's VONG Position: Q3 2022 in Review

Albion Financial Group sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2022, closing a stake of 722 shares — an estimated $41K sold.

Albion Financial Group first reported a position in VONG in Q4 2021 and held it in 3 quarters. The position peaked at $113K in Q4 2021. 361 funds tracked by Wall St. Rank hold VONG as of Q3 2022.

  • Albion Financial Group reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Albion Financial Group sold 722 Vanguard Russell 1000 Growth ETF shares in Q3 2022, an estimated $41K.
  • Albion Financial Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2021 and held it in 3 quarters.
  • Albion Financial Group's Vanguard Russell 1000 Growth ETF position peaked at $113K in Q4 2021.
  • 361 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2022.

Based on Albion Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.