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

Hoover Financial 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 Q2	$45.1M	Sell	645,360 -2,027,588	-76%	-$134M	8.02%	3
2021 Q1	$43.1M	Buy	2,672,948 +1,895,976	+244%	+$119M	8.08%	3
2020 Q4	$47.9M	Buy	776,972 +7,956	+1%	+$466K	11.94%	2
2020 Q3	$42.9M	Sell	769,016 -5,788	-0.7%	-$313K	14.12%	2
2020 Q2	$38.2M	Buy	774,804 +14,024	+2%	+$636K	14.64%	1
2020 Q1	$29.4M	Buy	760,780 +84,396	+12%	+$3.74M	16.27%	2
2019 Q4	$30.6M	Buy	676,384 +10,176	+2%	+$437K	14.93%	2
2019 Q3	$27.3M	Buy	666,208 +42,804	+7%	+$1.76M	24.32%	1
2019 Q2	$25.3M	Buy	623,404 +24,392	+4%	+$970K	23.24%	1
2019 Q1	$23.3M	Buy	599,012 +13,112	+2%	+$484K	22.24%	1
2018 Q4	$19.7M	Buy	+585,900	New	+$21.2M	21.72%	1

Other funds holding VONG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Hoover Financial Advisors's VONG Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 76% in Q2 2021, selling an estimated $134M and leaving 645,360 shares worth $45.1M. The position accounts for 8.02% of the portfolio, ranked #3.

Hoover Financial Advisors first reported a position in VONG in Q4 2018 and has held it in 11 quarters since. The position peaked at $47.9M in Q4 2020. 271 funds tracked by Wall St. Rank hold VONG as of Q2 2021.

Hoover Financial Advisors held 645,360 shares of Vanguard Russell 1000 Growth ETF worth $45.1M as of Q2 2021.
Hoover Financial Advisors sold 2,027,588 Vanguard Russell 1000 Growth ETF shares in Q2 2021, an estimated $134M.
Vanguard Russell 1000 Growth ETF made up 8.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #3 holding.
Hoover Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2018 and has held it in 11 quarters since.
Hoover Financial Advisors's Vanguard Russell 1000 Growth ETF position peaked at $47.9M in Q4 2020.
271 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.