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

Cyndeo Wealth 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
2023
Q1 		– Sell
-47,846
Closed -$2.64M – 334
2022
Q4 		$2.64M Buy
+47,846
New +$2.71M 0.31% 107

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cyndeo Wealth Partners's VONG Position: Q1 2023 in Review

Cyndeo Wealth Partners sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2023, closing a stake of 47,846 shares — an estimated $2.64M sold.

Cyndeo Wealth Partners first reported a position in VONG in Q4 2022 and held it in 1 quarter. The position peaked at $2.64M in Q4 2022. 423 funds tracked by Wall St. Rank hold VONG as of Q1 2023.

  • Cyndeo Wealth Partners reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 47,846 Vanguard Russell 1000 Growth ETF shares in Q1 2023, an estimated $2.64M.
  • Cyndeo Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Cyndeo Wealth Partners's Vanguard Russell 1000 Growth ETF position peaked at $2.64M in Q4 2022.
  • 423 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.