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Donaldson Capital Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Donaldson Capital Management’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
2016
Q4 		– Sell
-17,188
Closed -$459K – 155
2016
Q3 		$459K Buy
+17,188
New +$458K 0.06% 96

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Donaldson Capital Management's VONG Position: Q4 2016 in Review

Donaldson Capital Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2016, closing a stake of 17,188 shares — an estimated $459K sold.

Donaldson Capital Management first reported a position in VONG in Q3 2016 and held it in 1 quarter. The position peaked at $459K in Q3 2016. 62 funds tracked by Wall St. Rank hold VONG as of Q4 2016.

  • Donaldson Capital Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Donaldson Capital Management sold 17,188 Vanguard Russell 1000 Growth ETF shares in Q4 2016, an estimated $459K.
  • Donaldson Capital Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2016 and held it in 1 quarter.
  • Donaldson Capital Management's Vanguard Russell 1000 Growth ETF position peaked at $459K in Q3 2016.
  • 62 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2016.

Based on Donaldson Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.