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

CIC Wealth’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
-2,920
Closed -$207K – 163
2023
Q2 		$207K Buy
+2,920
New +$191K 0.07% 151

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIC Wealth's VONG Position: Q3 2023 in Review

CIC Wealth sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2023, closing a stake of 2,920 shares — an estimated $207K sold.

CIC Wealth first reported a position in VONG in Q2 2023 and held it in 1 quarter. The position peaked at $207K in Q2 2023. 470 funds tracked by Wall St. Rank hold VONG as of Q3 2023.

  • CIC Wealth reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • CIC Wealth sold 2,920 Vanguard Russell 1000 Growth ETF shares in Q3 2023, an estimated $207K.
  • CIC Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2023 and held it in 1 quarter.
  • CIC Wealth's Vanguard Russell 1000 Growth ETF position peaked at $207K in Q2 2023.
  • 470 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2023.

Based on CIC Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.