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

Altium 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
2022 Q2	$250K	Hold	4,436	–	–	0.02%	321
2022 Q1	$317K	Hold	4,436	–	–	0.02%	315
2021 Q4	$348K	Sell	4,436 -1,060	-19%	-$80.8K	0.02%	309
2021 Q3	$387K	Hold	5,496	–	–	0.03%	272
2021 Q2	$384K	Hold	5,496	–	–	0.03%	273
2021 Q1	$344K	Hold	5,496	–	–	0.03%	287
2020 Q4	$341K	Hold	5,496	–	–	0.03%	265
2020 Q3	$306K	Hold	5,496	–	–	0.03%	262
2020 Q2	$271K	Hold	5,496	–	–	0.03%	278
2020 Q1	$213K	Sell	5,496 -1,000	-15%	-$44.3K	0.03%	289
2019 Q4	$294K	Hold	6,496	–	–	0.04%	222
2019 Q3	$267K	Hold	6,496	–	–	0.04%	228
2019 Q2	$264K	Hold	6,496	–	–	0.04%	231
2019 Q1	$253K	Hold	6,496	–	–	0.04%	228
2018 Q4	$218K	Hold	6,496	–	–	0.04%	233
2018 Q3	$260K	Hold	6,496	–	–	0.05%	234
2018 Q2	$239K	Hold	6,496	–	–	0.06%	217
2018 Q1	$227K	Hold	6,496	–	–	0.09%	150
2017 Q4	$224K	Buy	+6,496	New	+$218K	0.1%	144

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Altium Wealth Management's VONG Position: Q2 2022 in Review

Altium Wealth Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2022 at 4,436 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #321.

Altium Wealth Management first reported a position in VONG in Q4 2017 and has held it in 19 quarters since. The position peaked at $387K in Q3 2021. 338 funds tracked by Wall St. Rank hold VONG as of Q2 2022.

Altium Wealth Management held 4,436 shares of Vanguard Russell 1000 Growth ETF worth $250K as of Q2 2022.
Altium Wealth Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2022.
Vanguard Russell 1000 Growth ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #321 holding.
Altium Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $387K in Q3 2021.
338 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.