Financial Architects (New Jersey)’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Financial Architects (New Jersey)’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
2022 Q1	–	Sell	-3,144	Closed	-$247K	–	366
2021 Q4	$247K	Buy	+3,144	New	+$240K	0.03%	300
2020 Q3	–	Sell	-1,168	Closed	-$58K	–	756
2020 Q2	$58K	Hold	1,168	–	–	0.01%	404
2020 Q1	$45K	Hold	1,168	–	–	0.01%	401
2019 Q4	$53K	Hold	1,168	–	–	0.01%	421
2019 Q3	$48K	Sell	1,168 -240	-17%	-$9.89K	0.01%	449
2019 Q2	$57K	Hold	1,408	–	–	0.01%	488
2019 Q1	$55K	Hold	1,408	–	–	0.01%	584
2018 Q4	$47K	Hold	1,408	–	–	0.01%	561
2018 Q3	$56K	Hold	1,408	–	–	0.01%	601
2018 Q2	$52K	Hold	1,408	–	–	0.01%	561
2018 Q1	$49K	Hold	1,408	–	–	0.01%	612
2017 Q4	$49K	Hold	1,408	–	–	0.01%	695
2017 Q3	$45K	Hold	1,408	–	–	0.01%	719
2017 Q2	$43K	Hold	1,408	–	–	0.01%	727
2017 Q1	$41K	Hold	1,408	–	–	0.01%	723
2016 Q4	$38K	Hold	1,408	–	–	0.01%	654
2016 Q3	$38K	Hold	1,408	–	–	0.01%	661
2016 Q2	$36K	Hold	1,408	–	–	0.01%	628
2016 Q1	$36K	Buy	+1,408	New	+$34.1K	0.01%	454
2015 Q3	–	Sell	-696	Closed	-$18K	–	903
2015 Q2	$18K	Hold	696	–	–	0.01%	666
2015 Q1	$18K	Buy	+696	New	+$17.4K	0.01%	602

Other funds holding VONG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Architects (New Jersey)'s VONG Position: Q1 2022 in Review

Financial Architects (New Jersey) sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2022, closing a stake of 3,144 shares — an estimated $247K sold.

Financial Architects (New Jersey) first reported a position in VONG in Q1 2015 and held it in 21 quarters. The position peaked at $247K in Q4 2021. 338 funds tracked by Wall St. Rank hold VONG as of Q1 2022.

Financial Architects (New Jersey) reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Financial Architects (New Jersey) sold 3,144 Vanguard Russell 1000 Growth ETF shares in Q1 2022, an estimated $247K.
Financial Architects (New Jersey) first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2015 and held it in 21 quarters.
Financial Architects (New Jersey)'s Vanguard Russell 1000 Growth ETF position peaked at $247K in Q4 2021.
338 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2022, filed 5 May 2022.