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Cambridge Trust’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Cambridge Trust’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 		– Sell
-203
Closed -$13.9K – 746
2023
Q3 		$13.9K Buy
+203
New +$14.4K ﹤0.01% 542

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cambridge Trust's VONG Position: Q4 2023 in Review

Cambridge Trust sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2023, closing a stake of 203 shares — an estimated $13.9K sold.

Cambridge Trust first reported a position in VONG in Q3 2023 and held it in 1 quarter. The position peaked at $13.9K in Q3 2023. 543 funds tracked by Wall St. Rank hold VONG as of Q4 2023.

  • Cambridge Trust reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Cambridge Trust sold 203 Vanguard Russell 1000 Growth ETF shares in Q4 2023, an estimated $13.9K.
  • Cambridge Trust first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Cambridge Trust's Vanguard Russell 1000 Growth ETF position peaked at $13.9K in Q3 2023.
  • 543 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.