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

Family 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
2023
Q2 		– Sell
-73
Closed -$4.59K – 195
2023
Q1 		$4.59K Sell
73
-79
-52% -$4.68K ﹤0.01% 161
2022
Q4 		$8.38K Buy
+152
New +$8.6K 0.01% 138

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Family Asset Management's VONG Position: Q2 2023 in Review

Family Asset Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2023, closing a stake of 73 shares — an estimated $4.59K sold.

Family Asset Management first reported a position in VONG in Q4 2022 and held it in 2 quarters. The position peaked at $8.38K in Q4 2022. 457 funds tracked by Wall St. Rank hold VONG as of Q2 2023.

  • Family Asset Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Family Asset Management sold 73 Vanguard Russell 1000 Growth ETF shares in Q2 2023, an estimated $4.59K.
  • Family Asset Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and held it in 2 quarters.
  • Family Asset Management's Vanguard Russell 1000 Growth ETF position peaked at $8.38K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2023.

Based on Family Asset Management's 13F filing for Q2 2023, filed 27 Jul 2023.