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Almanack Investment Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Almanack Investment Partners’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
-12,342
Closed -$696K – 954
2022
Q2 		$696K Buy
+12,342
New +$762K 0.07% 179
2021
Q4 		– Sell
-19,866
Closed -$1.4M – 545
2021
Q3 		$1.4M Buy
+19,866
New +$1.45M 0.12% 126
2020
Q1 		– Sell
-16,876
Closed -$763K – 305
2019
Q4 		$763K Buy
+16,876
New +$724K 0.15% 77

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

Almanack Investment Partners's VONG Position: Q3 2022 in Review

Almanack Investment Partners sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2022, closing a stake of 12,342 shares — an estimated $696K sold.

Almanack Investment Partners first reported a position in VONG in Q4 2019 and held it in 3 quarters. The position peaked at $1.4M in Q3 2021. 361 funds tracked by Wall St. Rank hold VONG as of Q3 2022.

  • Almanack Investment Partners reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 12,342 Vanguard Russell 1000 Growth ETF shares in Q3 2022, an estimated $696K.
  • Almanack Investment Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and held it in 3 quarters.
  • Almanack Investment Partners's Vanguard Russell 1000 Growth ETF position peaked at $1.4M in Q3 2021.
  • 361 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.