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

Evergreen 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
2024
Q4 		– Sell
-2,506
Closed -$242K – 1121
2024
Q3 		$242K Hold
2,506
– – 0.01% 829
2024
Q2 		$235K Hold
2,506
– – 0.01% 771
2024
Q1 		$217K Buy
+2,506
New +$208K 0.01% 766

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evergreen Capital Management's VONG Position: Q4 2024 in Review

Evergreen Capital Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2024, closing a stake of 2,506 shares — an estimated $242K sold.

Evergreen Capital Management first reported a position in VONG in Q1 2024 and held it in 3 quarters. The position peaked at $242K in Q3 2024. 739 funds tracked by Wall St. Rank hold VONG as of Q4 2024.

  • Evergreen Capital Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 2,506 Vanguard Russell 1000 Growth ETF shares in Q4 2024, an estimated $242K.
  • Evergreen Capital Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and held it in 3 quarters.
  • Evergreen Capital Management's Vanguard Russell 1000 Growth ETF position peaked at $242K in Q3 2024.
  • 739 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2024.

Based on Evergreen Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.