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Greenwich Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Greenwich Wealth 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
2017
Q1 		– Sell
-15,084
Closed -$405K – 213
2016
Q4 		$405K Sell
15,084
-340
-2% -$9.04K 0.05% 137
2016
Q3 		$412K Buy
+15,424
New +$411K 0.07% 136

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Greenwich Wealth Management's VONG Position: Q1 2017 in Review

Greenwich Wealth Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2017, closing a stake of 15,084 shares — an estimated $405K sold.

Greenwich Wealth Management first reported a position in VONG in Q3 2016 and held it in 2 quarters. The position peaked at $412K in Q3 2016. 63 funds tracked by Wall St. Rank hold VONG as of Q1 2017.

  • Greenwich Wealth Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 15,084 Vanguard Russell 1000 Growth ETF shares in Q1 2017, an estimated $405K.
  • Greenwich Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2016 and held it in 2 quarters.
  • Greenwich Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $412K in Q3 2016.
  • 63 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.