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Dowling & Yahnke’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Dowling & Yahnke’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
2020
Q1 		– Sell
-764
Closed -$35K – 381
2019
Q4 		$35K Buy
+764
New +$32.8K ﹤0.01% 327

Other funds holding VONG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Dowling & Yahnke's VONG Position: Q1 2020 in Review

Dowling & Yahnke sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2020, closing a stake of 764 shares — an estimated $35K sold.

Dowling & Yahnke first reported a position in VONG in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 178 funds tracked by Wall St. Rank hold VONG as of Q1 2020.

  • Dowling & Yahnke reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 764 Vanguard Russell 1000 Growth ETF shares in Q1 2020, an estimated $35K.
  • Dowling & Yahnke first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's Vanguard Russell 1000 Growth ETF position peaked at $35K in Q4 2019.
  • 178 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.