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Cedar Brook Financial Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Cedar Brook Financial Partners’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
-9,722
Closed -$843K – 402
2024
Q1 		$843K Buy
9,722
+14
+0.1% +$1.16K 0.17% 143
2023
Q4 		$763K Buy
9,708
+16
+0.2% +$1.17K 0.17% 137
2023
Q3 		$663K Buy
9,692
+15
+0.2% +$1.07K 0.17% 135
2023
Q2 		$685K Buy
9,677
+14
+0.1% +$916 0.16% 139
2023
Q1 		$608K Buy
9,663
+13
+0.1% +$770 0.16% 152
2022
Q4 		$532K Buy
9,650
+643
+7% +$36.4K 0.15% 163
2022
Q3 		$488K Sell
9,007
-6
-0.1% -$363 0.16% 165
2022
Q2 		$507K Sell
9,013
-18
-0.2% -$1.11K 0.16% 162
2022
Q1 		$644K Buy
9,031
+33
+0.4% +$2.32K 0.17% 152
2021
Q4 		$707K Buy
8,998
+539
+6% +$41.1K 0.18% 135
2021
Q3 		$596K Buy
8,459
+574
+7% +$41.8K 0.18% 143
2021
Q2 		$551K Sell
7,885
-1,075
-12% -$71.3K 0.16% 163
2021
Q1 		$560K Buy
8,960
+236
+3% +$14.8K 0.19% 126
2020
Q4 		$540K Sell
8,724
-100
-1% -$5.86K 0.19% 131
2020
Q3 		$492K Sell
8,824
-628
-7% -$34K 0.19% 138
2020
Q2 		$466K Buy
9,452
+28
+0.3% +$1.27K 0.21% 137
2020
Q1 		$364K Hold
9,424
– – 0.2% 147
2019
Q4 		$426K Sell
9,424
-440
-4% -$18.9K 0.18% 154
2019
Q3 		$405K Buy
9,864
+3,392
+52% +$140K 0.18% 174
2019
Q2 		$263K Buy
6,472
+60
+0.9% +$2.39K 0.12% 228
2019
Q1 		$249K Sell
6,412
-388
-6% -$14.3K 0.12% 224
2018
Q4 		$229K Buy
+6,800
New +$246K 0.14% 202

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

Cedar Brook Financial Partners's VONG Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2024, closing a stake of 9,722 shares — an estimated $843K sold.

Cedar Brook Financial Partners first reported a position in VONG in Q4 2018 and held it in 22 quarters. The position peaked at $843K in Q1 2024. 613 funds tracked by Wall St. Rank hold VONG as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 9,722 Vanguard Russell 1000 Growth ETF shares in Q2 2024, an estimated $843K.
  • Cedar Brook Financial Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Vanguard Russell 1000 Growth ETF position peaked at $843K in Q1 2024.
  • 613 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.