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

Baystate 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
2023
Q4 		$8.41K Hold
107
– – ﹤0.01% 766
2023
Q3 		$7.37K Hold
107
– – ﹤0.01% 633
2023
Q2 		$7.6K Hold
107
– – ﹤0.01% 626
2023
Q1 		$6.74K Hold
107
– – ﹤0.01% 630
2022
Q4 		$6K Buy
+107
New +$6.05K ﹤0.01% 670

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Baystate Wealth Management's VONG Position: Q4 2023 in Review

Baystate Wealth Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q4 2023 at 107 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Baystate Wealth Management first reported a position in VONG in Q4 2022 and has held it in 5 quarters since. 542 funds tracked by Wall St. Rank hold VONG as of Q4 2023.

  • Baystate Wealth Management held 107 shares of Vanguard Russell 1000 Growth ETF worth $8.41K as of Q4 2023.
  • Baystate Wealth Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q4 2023.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #766 holding.
  • Baystate Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 5 quarters since.
  • 542 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.