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Empirical Asset Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Empirical Asset 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
2024
Q2 		– Sell
-8,112
Closed -$703K – 393
2024
Q1 		$703K Buy
8,112
+7
+0.1% +$581 0.34% 80
2023
Q4 		$632K Sell
8,105
-343
-4% -$25K 0.52% 66
2023
Q3 		$578K Buy
+8,448
New +$600K 0.5% 71

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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Empirical Asset Management's VONG Position: Q2 2024 in Review

Empirical Asset Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2024, closing a stake of 8,112 shares — an estimated $703K sold.

Empirical Asset Management first reported a position in VONG in Q3 2023 and held it in 3 quarters. The position peaked at $703K in Q1 2024. 613 funds tracked by Wall St. Rank hold VONG as of Q2 2024.

  • Empirical Asset Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Empirical Asset Management sold 8,112 Vanguard Russell 1000 Growth ETF shares in Q2 2024, an estimated $703K.
  • Empirical Asset Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2023 and held it in 3 quarters.
  • Empirical Asset Management's Vanguard Russell 1000 Growth ETF position peaked at $703K in Q1 2024.
  • 613 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2024.

Based on Empirical Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.