Arete Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Arete Wealth Advisors’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
2024 Q3	–	Sell	-3,095	Closed	-$290K	–	833
2024 Q2	$290K	Buy	+3,095	New	+$272K	0.02%	537
2024 Q1	–	Sell	-4,488	Closed	-$350K	–	737
2023 Q4	$350K	Buy	+4,488	New	+$327K	0.03%	507
2023 Q3	–	Sell	-11,855	Closed	-$839K	–	729
2023 Q2	$839K	Sell	11,855 -12,236	-51%	-$801K	0.07%	244
2023 Q1	$1.51M	Buy	24,091 +348	+1%	+$20.6K	0.12%	151
2022 Q4	$1.31B	Buy	23,743 +19,338	+439%	+$1.09M	0.11%	159
2022 Q3	$239K	Buy	+4,405	New	+$266K	0.02%	471
2022 Q2	–	Sell	-3,105	Closed	-$222K	–	568
2022 Q1	$222K	Buy	+3,105	New	+$218K	0.02%	452
2021 Q4	–	Sell	-6,408	Closed	-$452K	–	530
2021 Q3	$452K	Buy	+6,408	New	+$466K	0.05%	269
2021 Q2	–	Sell	-7,044	Closed	-$440K	–	444
2021 Q1	$440K	Buy	+7,044	New	+$441K	0.06%	256

Other funds holding VONG

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Arete Wealth Advisors's VONG Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2024, closing a stake of 3,095 shares — an estimated $290K sold.

Arete Wealth Advisors first reported a position in VONG in Q1 2021 and held it in 9 quarters. The position peaked at $1.31B in Q4 2022. 633 funds tracked by Wall St. Rank hold VONG as of Q3 2024.

Arete Wealth Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 3,095 Vanguard Russell 1000 Growth ETF shares in Q3 2024, an estimated $290K.
Arete Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2021 and held it in 9 quarters.
Arete Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $1.31B in Q4 2022.
633 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.