CFA
VONG icon

Cahill Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Cahill Financial 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
-22,756
Closed -$2.13M – 271
2024
Q2 		$2.13M Sell
22,756
-1,962
-8% -$172K 0.29% 68
2024
Q1 		$2.14M Sell
24,718
-2,422
-9% -$201K 0.29% 68
2023
Q4 		$2.12M Sell
27,140
-929
-3% -$67.6K 0.31% 66
2023
Q3 		$1.92M Sell
28,069
-1,084
-4% -$77K 0.32% 65
2023
Q2 		$2.06M Sell
29,153
-1,393
-5% -$91.2K 0.33% 63
2023
Q1 		$1.92M Buy
30,546
+1,747
+6% +$104K 0.34% 65
2022
Q4 		$1.59M Buy
28,799
+898
+3% +$50.8K 0.31% 73
2022
Q3 		$1.51M Buy
27,901
+3,387
+14% +$205K 0.32% 71
2022
Q2 		$1.38M Buy
24,514
+2,475
+11% +$153K 0.29% 81
2022
Q1 		$1.57M Buy
22,039
+661
+3% +$46.4K 0.3% 77
2021
Q4 		$1.68M Buy
21,378
+3,024
+16% +$231K 0.32% 72
2021
Q3 		$1.29M Buy
18,354
+6,510
+55% +$474K 0.26% 83
2021
Q2 		$827K Buy
11,844
+5,444
+85% +$361K 0.19% 109
2021
Q1 		$400K Buy
+6,400
New +$401K 0.1% 153

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cahill Financial Advisors's VONG Position: Q3 2024 in Review

Cahill Financial Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2024, closing a stake of 22,756 shares — an estimated $2.13M sold.

Cahill Financial Advisors first reported a position in VONG in Q1 2021 and held it in 14 quarters. The position peaked at $2.14M in Q1 2024. 633 funds tracked by Wall St. Rank hold VONG as of Q3 2024.

  • Cahill Financial Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Cahill Financial Advisors sold 22,756 Vanguard Russell 1000 Growth ETF shares in Q3 2024, an estimated $2.13M.
  • Cahill Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2021 and held it in 14 quarters.
  • Cahill Financial Advisors's Vanguard Russell 1000 Growth ETF position peaked at $2.14M in Q1 2024.
  • 633 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2024.

Based on Cahill Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.