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

Financial Gravity 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
-347
Closed -$30K – 2416
2024
Q1 		$30K Buy
347
+337
+3,370% +$28K ﹤0.01% 466
2023
Q4 		$717 Buy
10
+5
+100% +$364 ﹤0.01% 1084
2023
Q3 		$332 Sell
5
-72
-94% -$5.12K ﹤0.01% 861
2023
Q2 		$280K Buy
77
+14
+22% +$916 0.76% 22
2023
Q1 		$301 Buy
63
+8
+15% +$474 0.01% 538
2022
Q4 		$53.7K Buy
55
+1
+2% +$57 0.28% 57
2022
Q3 		$260 Sell
54
-2
-4% -$121 0.01% 502
2022
Q2 		$270 Sell
56
-15
-21% -$926 0.01% 487
2022
Q1 		$343 Sell
71
-8
-10% -$562 0.01% 481
2021
Q4 		$379 Buy
79
+74
+1,480% +$5.64K 0.01% 528
2021
Q3 		$70K Hold
5
– – 0.03% 456
2021
Q2 		$70K Buy
5
+1
+25% +$66 0.03% 461
2021
Q1 		$328 Hold
4
– – 0.01% 418
2020
Q4 		$0 Buy
+4
New +$234 ﹤0.01% 671
2020
Q2 		– Sell
-124
Closed -$4.72K – 891
2020
Q1 		$4.72K Hold
124
– – 0.01% 331
2019
Q4 		$181K Sell
124
-12
-9% -$515 0.12% 133
2019
Q3 		$6K Hold
136
– – 0.01% 678
2019
Q2 		$5K Sell
136
-12
-8% -$477 ﹤0.01% 703
2019
Q1 		$6K Buy
+148
New +$5.46K ﹤0.01% 661
2018
Q3 		$6K Sell
180
-100
-36% -$3.88K 0.01% 704
2018
Q2 		$11K Buy
280
+24
+9% +$869 0.01% 556
2018
Q1 		$9K Buy
+256
New +$9.2K 0.01% 610

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

Financial Gravity Asset Management's VONG Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2024, closing a stake of 347 shares — an estimated $30K sold.

Financial Gravity Asset Management first reported a position in VONG in Q1 2018 and held it in 22 quarters. The position peaked at $280K in Q2 2023. 613 funds tracked by Wall St. Rank hold VONG as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 347 Vanguard Russell 1000 Growth ETF shares in Q2 2024, an estimated $30K.
  • Financial Gravity Asset Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2018 and held it in 22 quarters.
  • Financial Gravity Asset Management's Vanguard Russell 1000 Growth ETF position peaked at $280K in Q2 2023.
  • 613 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.