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CFS Investment Advisory Services’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

CFS Investment Advisory Services’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
2022
Q4 		– Sell
-67,708
Closed -$1K – 264
2022
Q3 		$1K Buy
+67,708
New +$4.09M ﹤0.01% 220
2022
Q2 		– Sell
-89,129
Closed -$1K – 520
2022
Q1 		$1K Buy
+89,129
New +$6.26M ﹤0.01% 402

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CFS Investment Advisory Services's VONG Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2022, closing a stake of 67,708 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in VONG in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 401 funds tracked by Wall St. Rank hold VONG as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 67,708 Vanguard Russell 1000 Growth ETF shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's Vanguard Russell 1000 Growth ETF position peaked at $1K in Q3 2022.
  • 401 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.