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

HCR Wealth 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
2021
Q1 		– Sell
-812
Closed -$50K – 280
2020
Q4 		$50K Hold
812
– – 0.01% 208
2020
Q3 		$45K Hold
812
– – 0.01% 184
2020
Q2 		$41K Buy
+812
New +$36.8K 0.01% 181

Other funds holding VONG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

HCR Wealth Advisors's VONG Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2021, closing a stake of 812 shares — an estimated $50K sold.

HCR Wealth Advisors first reported a position in VONG in Q2 2020 and held it in 3 quarters. The position peaked at $50K in Q4 2020. 262 funds tracked by Wall St. Rank hold VONG as of Q1 2021.

  • HCR Wealth Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 812 Vanguard Russell 1000 Growth ETF shares in Q1 2021, an estimated $50K.
  • HCR Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2020 and held it in 3 quarters.
  • HCR Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $50K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.