HC Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

HC Advisors’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	-23,963	Closed	-$2.08M	–	83
2024 Q1	$2.08M	Hold	23,963	–	–	0.99%	27
2023 Q4	$1.87M	Sell	23,963 -12	-0.1%	-$873	1.05%	25
2023 Q3	$1.64M	Hold	23,975	–	–	0.98%	26
2023 Q2	$1.7M	Hold	23,975	–	–	0.98%	26
2023 Q1	$1.51M	Hold	23,975	–	–	0.93%	25
2022 Q4	$1.32M	Hold	23,975	–	–	0.9%	25
2022 Q3	$1.3M	Hold	23,975	–	–	0.9%	28
2022 Q2	$1.35M	Hold	23,975	–	–	0.96%	26
2022 Q1	$1.71M	Hold	23,975	–	–	1.09%	24
2021 Q4	$1.88M	Sell	23,975 -12	-0.1%	-$915	1.16%	21
2021 Q3	$1.69M	Hold	23,987	–	–	1.11%	23
2021 Q2	$1.68M	Sell	23,987 -1	-0%	-$66	1.03%	21
2021 Q1	$1.5M	Hold	23,988	–	–	0.97%	23
2020 Q4	$1.49M	Hold	23,988	–	–	1.02%	21
2020 Q3	$1.34M	Sell	23,988 -9,200	-28%	-$498K	1.08%	20
2020 Q2	$1.64M	Buy	+33,188	New	+$1.5M	1.36%	16
2020 Q1	–	Sell	-33,188	Closed	-$1.5M	–	64
2019 Q4	$1.5M	Buy	+33,188	New	+$1.42M	1.55%	18

Other funds holding VONG

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

HC Advisors's VONG Position: Q2 2024 in Review

HC Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2024, closing a stake of 23,963 shares — an estimated $2.08M sold.

HC Advisors first reported a position in VONG in Q4 2019 and held it in 17 quarters. The position peaked at $2.08M in Q1 2024. 613 funds tracked by Wall St. Rank hold VONG as of Q2 2024.

HC Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
HC Advisors sold 23,963 Vanguard Russell 1000 Growth ETF shares in Q2 2024, an estimated $2.08M.
HC Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and held it in 17 quarters.
HC Advisors's Vanguard Russell 1000 Growth ETF position peaked at $2.08M in Q1 2024.
613 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.