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

Ferguson Wellman 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
2014
Q2 		– Sell
-155,896
Closed -$3.47M – 331
2014
Q1 		$3.47M Buy
+155,896
New +$3.43M 0.15% 139

Other funds holding VONG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ferguson Wellman Capital Management's VONG Position: Q2 2014 in Review

Ferguson Wellman Capital Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2014, closing a stake of 155,896 shares — an estimated $3.47M sold.

Ferguson Wellman Capital Management first reported a position in VONG in Q1 2014 and held it in 1 quarter. The position peaked at $3.47M in Q1 2014. 31 funds tracked by Wall St. Rank hold VONG as of Q2 2014.

  • Ferguson Wellman Capital Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 155,896 Vanguard Russell 1000 Growth ETF shares in Q2 2014, an estimated $3.47M.
  • Ferguson Wellman Capital Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2014 and held it in 1 quarter.
  • Ferguson Wellman Capital Management's Vanguard Russell 1000 Growth ETF position peaked at $3.47M in Q1 2014.
  • 31 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2014.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2014, filed 25 Jul 2014.