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

BerganKDV 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
Q2 		$49.5K Hold
700
– – 0.01% 377
2023
Q1 		$44K Hold
700
– – ﹤0.01% 407
2022
Q4 		$38.6K Buy
+700
New +$39.6K ﹤0.01% 406
2022
Q1 		– Sell
-601
Closed -$47K – 1110
2021
Q4 		$47K Buy
+601
New +$45.8K ﹤0.01% 435

Other funds holding VONG

Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BerganKDV Wealth Management's VONG Position: Q2 2023 in Review

BerganKDV Wealth Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2023 at 700 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #377.

BerganKDV Wealth Management first reported a position in VONG in Q4 2021 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold VONG as of Q2 2023.

  • BerganKDV Wealth Management held 700 shares of Vanguard Russell 1000 Growth ETF worth $49.5K as of Q2 2023.
  • BerganKDV Wealth Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2023.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #377 holding.
  • BerganKDV Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • 457 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.