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Horan Securities’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Horan Securities’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
Q3 		– Sell
-18
Closed -$1.27K – 653
2023
Q2 		$1.27K Hold
18
– – ﹤0.01% 607
2023
Q1 		$1.13K Hold
18
– – ﹤0.01% 616
2022
Q4 		$992 Buy
+18
New +$1.02K ﹤0.01% 632

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horan Securities's VONG Position: Q3 2023 in Review

Horan Securities sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2023, closing a stake of 18 shares — an estimated $1.27K sold.

Horan Securities first reported a position in VONG in Q4 2022 and held it in 3 quarters. The position peaked at $1.27K in Q2 2023. 471 funds tracked by Wall St. Rank hold VONG as of Q3 2023.

  • Horan Securities reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 18 Vanguard Russell 1000 Growth ETF shares in Q3 2023, an estimated $1.27K.
  • Horan Securities first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and held it in 3 quarters.
  • Horan Securities's Vanguard Russell 1000 Growth ETF position peaked at $1.27K in Q2 2023.
  • 471 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.