BCM
VONG icon

Blume Capital Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Blume Capital 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
2021
Q4 		– Sell
-400
Closed -$28K – 319
2021
Q3 		$28K Hold
400
– – 0.01% 208
2021
Q2 		$28K Hold
400
– – 0.01% 201
2021
Q1 		$25K Hold
400
– – 0.01% 193
2020
Q4 		$25K Sell
400
-400
-50% -$23.4K 0.01% 150
2020
Q3 		$45K Hold
800
– – 0.02% 121
2020
Q2 		$39K Sell
800
-400
-33% -$18.1K 0.02% 121
2020
Q1 		$46K Buy
+1,200
New +$53.2K 0.03% 117

Other funds holding VONG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blume Capital Management's VONG Position: Q4 2021 in Review

Blume Capital Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2021, closing a stake of 400 shares — an estimated $28K sold.

Blume Capital Management first reported a position in VONG in Q1 2020 and held it in 7 quarters. The position peaked at $46K in Q1 2020. 337 funds tracked by Wall St. Rank hold VONG as of Q4 2021.

  • Blume Capital Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Blume Capital Management sold 400 Vanguard Russell 1000 Growth ETF shares in Q4 2021, an estimated $28K.
  • Blume Capital Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2020 and held it in 7 quarters.
  • Blume Capital Management's Vanguard Russell 1000 Growth ETF position peaked at $46K in Q1 2020.
  • 337 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2021.

Based on Blume Capital Management's 13F filing for Q4 2021, filed 7 Feb 2022.