FourThought Financial’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

FourThought Financial’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 Q3	$9.76M	Buy	179,969 +106,034	+143%	+$6.41M	1.44%	14
2022 Q2	$4.16M	Buy	73,935 +18,892	+34%	+$1.17M	0.61%	45
2022 Q1	$3.93M	Buy	55,043 +25,305	+85%	+$1.78M	0.5%	55
2021 Q4	$2.34M	Buy	29,738 +149	+0.5%	+$11.4K	0.29%	76
2021 Q3	$2.08M	Buy	29,589 +2,484	+9%	+$181K	0.28%	78
2021 Q2	$1.89M	Buy	27,105 +23,249	+603%	+$1.54M	0.25%	82
2021 Q1	$241K	Buy	3,856 +3,060	+384%	+$192K	0.03%	324
2020 Q4	$49K	Buy	+796	New	+$46.6K	0.01%	668

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FourThought Financial's VONG Position: Q3 2022 in Review

FourThought Financial increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 143% in Q3 2022, buying an estimated $6.41M and bringing the position to 179,969 shares worth $9.76M. The position accounts for 1.44% of the portfolio, ranked #14.

FourThought Financial first reported a position in VONG in Q4 2020 and has held it in 8 quarters since. 361 funds tracked by Wall St. Rank hold VONG as of Q3 2022.

FourThought Financial held 179,969 shares of Vanguard Russell 1000 Growth ETF worth $9.76M as of Q3 2022.
FourThought Financial bought 106,034 Vanguard Russell 1000 Growth ETF shares in Q3 2022, an estimated $6.41M.
Vanguard Russell 1000 Growth ETF made up 1.44% of FourThought Financial's portfolio in Q3 2022, its #14 holding.
FourThought Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2020 and has held it in 8 quarters since.
361 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.