Childress Capital Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Childress Capital 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
2023 Q3	–	Sell	-28,200	Closed	-$2M	–	187
2023 Q2	$2M	Hold	28,200	–	–	0.85%	24
2023 Q1	$1.77M	Hold	28,200	–	–	0.78%	23
2022 Q4	$1.55M	Hold	28,200	–	–	0.52%	34
2022 Q3	$1.53M	Hold	28,200	–	–	0.6%	33
2022 Q2	$1.59M	Hold	28,200	–	–	0.63%	30
2022 Q1	$2.01M	Hold	28,200	–	–	0.7%	26
2021 Q4	$2.21M	Hold	28,200	–	–	0.91%	24
2021 Q3	$1.99M	Buy	+28,200	New	+$2.05M	0.81%	26

Other funds holding VONG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Childress Capital Advisors's VONG Position: Q3 2023 in Review

Childress Capital Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2023, closing a stake of 28,200 shares — an estimated $2M sold.

Childress Capital Advisors first reported a position in VONG in Q3 2021 and held it in 8 quarters. The position peaked at $2.21M in Q4 2021. 471 funds tracked by Wall St. Rank hold VONG as of Q3 2023.

Childress Capital Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
Childress Capital Advisors sold 28,200 Vanguard Russell 1000 Growth ETF shares in Q3 2023, an estimated $2M.
Childress Capital Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2021 and held it in 8 quarters.
Childress Capital Advisors's Vanguard Russell 1000 Growth ETF position peaked at $2.21M in Q4 2021.
471 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2023.

Based on Childress Capital Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.