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CVA Family Office’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

CVA Family Office’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
Q3 		– Sell
-142
Closed -$13.3K – 1348
2024
Q2 		$13.3K Hold
142
– – ﹤0.01% 698
2024
Q1 		$12.3K Hold
142
– – ﹤0.01% 716
2023
Q4 		$11.1K Buy
+142
New +$10.3K ﹤0.01% 710
2023
Q3 		– Sell
-142
Closed -$10K – 928
2023
Q2 		$10K Hold
142
– – ﹤0.01% 722
2023
Q1 		$8.93K Buy
+142
New +$8.42K ﹤0.01% 702

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CVA Family Office's VONG Position: Q3 2024 in Review

CVA Family Office sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2024, closing a stake of 142 shares — an estimated $13.3K sold.

CVA Family Office first reported a position in VONG in Q1 2023 and held it in 5 quarters. The position peaked at $13.3K in Q2 2024. 633 funds tracked by Wall St. Rank hold VONG as of Q3 2024.

  • CVA Family Office reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • CVA Family Office sold 142 Vanguard Russell 1000 Growth ETF shares in Q3 2024, an estimated $13.3K.
  • CVA Family Office first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2023 and held it in 5 quarters.
  • CVA Family Office's Vanguard Russell 1000 Growth ETF position peaked at $13.3K in Q2 2024.
  • 633 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2024.

Based on CVA Family Office's 13F filing for Q3 2024, filed 10 Oct 2024.