HWA
VONG icon

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

Heritage 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
2023
Q2 		– Sell
-74
Closed -$4.66K – 596
2023
Q1 		$4.66K Buy
+74
New +$4.39K ﹤0.01% 477

Other funds holding VONG

Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Advisors's VONG Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2023, closing a stake of 74 shares — an estimated $4.66K sold.

Heritage Wealth Advisors first reported a position in VONG in Q1 2023 and held it in 1 quarter. The position peaked at $4.66K in Q1 2023. 457 funds tracked by Wall St. Rank hold VONG as of Q2 2023.

  • Heritage Wealth Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 74 Vanguard Russell 1000 Growth ETF shares in Q2 2023, an estimated $4.66K.
  • Heritage Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $4.66K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.