EFS
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Econ Financial Services’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Econ Financial Services’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
-12,168
Closed -$1.14M – 106
2024
Q2 		$1.14M Sell
12,168
-9,129
-43% -$802K 0.71% 51
2024
Q1 		$1.85M Sell
21,297
-6,470
-23% -$537K 1.15% 26
2023
Q4 		$2.17M Sell
27,767
-26,135
-48% -$1.9M 1.52% 22
2023
Q3 		$3.69M Buy
53,902
+50,600
+1,532% +$3.59M 2.69% 10
2023
Q2 		$234K Buy
+3,302
New +$216K 0.17% 80

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

Econ Financial Services's VONG Position: Q3 2024 in Review

Econ Financial Services sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2024, closing a stake of 12,168 shares — an estimated $1.14M sold.

Econ Financial Services first reported a position in VONG in Q2 2023 and held it in 5 quarters. The position peaked at $3.69M in Q3 2023. 633 funds tracked by Wall St. Rank hold VONG as of Q3 2024.

  • Econ Financial Services reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Econ Financial Services sold 12,168 Vanguard Russell 1000 Growth ETF shares in Q3 2024, an estimated $1.14M.
  • Econ Financial Services first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2023 and held it in 5 quarters.
  • Econ Financial Services's Vanguard Russell 1000 Growth ETF position peaked at $3.69M in Q3 2023.
  • 633 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2024.

Based on Econ Financial Services's 13F filing for Q3 2024, filed 18 Oct 2024.