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

Fullen Financial Group’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 Q1	$1.62M	Buy	25,566 +52	+0.2%	+$3.08K	0.88%	24
2022 Q4	$1.52M	Sell	25,514 -1,709	-6%	-$96.7K	0.86%	24
2022 Q3	$1.56M	Buy	27,223 +133	+0.5%	+$8.04K	0.99%	24
2022 Q2	$1.52M	Sell	27,090 -449	-2%	-$27.7K	0.98%	24
2022 Q1	$1.97M	Buy	27,539 +44	+0.2%	+$3.09K	1.15%	24
2021 Q4	$2.16M	Buy	27,495 +45	+0.2%	+$3.43K	1.2%	23
2021 Q3	$2.12M	Sell	27,450 -1,451	-5%	-$106K	1.21%	23
2021 Q2	$2.02M	Buy	28,901 +1	+0%	+$66	1.19%	23
2021 Q1	$1.81M	Sell	28,900 -4,904	-15%	-$307K	1.16%	24
2020 Q4	$2.09M	Sell	33,804 -7,744	-19%	-$454K	1.42%	22
2020 Q3	$2.31M	Buy	41,548 +104	+0.3%	+$5.63K	1.76%	19
2020 Q2	$2.04M	Buy	+41,444	New	+$1.88M	1.7%	20

Other funds holding VONG

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

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

Equitable Holdings New York $15.5B AUM 19.09% 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

Fullen Financial Group's VONG Position: Q1 2023 in Review

Fullen Financial Group increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.2% in Q1 2023, buying an estimated $3.08K and bringing the position to 25,566 shares worth $1.62M. The position accounts for 0.88% of the portfolio, ranked #24.

Fullen Financial Group first reported a position in VONG in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.31M in Q3 2020. 423 funds tracked by Wall St. Rank hold VONG as of Q1 2023.

Fullen Financial Group held 25,566 shares of Vanguard Russell 1000 Growth ETF worth $1.62M as of Q1 2023.
Fullen Financial Group bought 52 Vanguard Russell 1000 Growth ETF shares in Q1 2023, an estimated $3.08K.
Vanguard Russell 1000 Growth ETF made up 0.88% of Fullen Financial Group's portfolio in Q1 2023, its #24 holding.
Fullen Financial Group first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's Vanguard Russell 1000 Growth ETF position peaked at $2.31M in Q3 2020.
423 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.