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Houlihan Financial Resource Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Houlihan Financial Resource Group’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
-8,928
Closed -$584K – 165
2023
Q2 		$584K Buy
+8,928
New +$584K 0.02% 105

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

Houlihan Financial Resource Group's VONG Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2023, closing a stake of 8,928 shares — an estimated $584K sold.

Houlihan Financial Resource Group first reported a position in VONG in Q2 2023 and held it in 1 quarter. The position peaked at $584K in Q2 2023. 471 funds tracked by Wall St. Rank hold VONG as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 8,928 Vanguard Russell 1000 Growth ETF shares in Q3 2023, an estimated $584K.
  • Houlihan Financial Resource Group first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's Vanguard Russell 1000 Growth ETF position peaked at $584K in Q2 2023.
  • 471 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.