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Buckingham Strategic Wealth’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.24M Sell
13,230
-77
-0.6% -$6.77K 0.01% 300
2024
Q1 		$1.15M Buy
13,307
+1,953
+17% +$162K 0.01% 313
2023
Q4 		$886K Buy
11,354
+145
+1% +$10.6K 0.01% 342
2023
Q3 		$767K Sell
11,209
-137
-1% -$9.73K 0.01% 338
2023
Q2 		$803K Buy
+11,346
New +$743K 0.01% 325

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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Buckingham Strategic Wealth's VONG Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.58% in Q2 2024, selling an estimated $6.77K and leaving 13,230 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #300.

Buckingham Strategic Wealth first reported a position in VONG in Q2 2023 and has held it in 5 quarters since. 613 funds tracked by Wall St. Rank hold VONG as of Q2 2024.

  • Buckingham Strategic Wealth held 13,230 shares of Vanguard Russell 1000 Growth ETF worth $1.24M as of Q2 2024.
  • Buckingham Strategic Wealth sold 77 Vanguard Russell 1000 Growth ETF shares in Q2 2024, an estimated $6.77K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #300 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2023 and has held it in 5 quarters since.
  • 613 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.