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

CarsonAllaria 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
2024
Q2 		– Sell
-77
Closed -$6.67K – 419
2024
Q1 		$6.67K Buy
+77
New +$6.39K ﹤0.01% 274

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

CarsonAllaria Wealth Management's VONG Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2024, closing a stake of 77 shares — an estimated $6.67K sold.

CarsonAllaria Wealth Management first reported a position in VONG in Q1 2024 and held it in 1 quarter. The position peaked at $6.67K in Q1 2024. 613 funds tracked by Wall St. Rank hold VONG as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 77 Vanguard Russell 1000 Growth ETF shares in Q2 2024, an estimated $6.67K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $6.67K in Q1 2024.
  • 613 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.