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Isthmus Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Isthmus Partners’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
2017
Q3 		– Sell
-1,140
Closed -$35K – 320
2017
Q2 		$35K Buy
+1,140
New +$34.3K 0.01% 197

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Isthmus Partners's VONG Position: Q3 2017 in Review

Isthmus Partners sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2017, closing a stake of 1,140 shares — an estimated $35K sold.

Isthmus Partners first reported a position in VONG in Q2 2017 and held it in 1 quarter. The position peaked at $35K in Q2 2017. 74 funds tracked by Wall St. Rank hold VONG as of Q3 2017.

  • Isthmus Partners reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Isthmus Partners sold 1,140 Vanguard Russell 1000 Growth ETF shares in Q3 2017, an estimated $35K.
  • Isthmus Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2017 and held it in 1 quarter.
  • Isthmus Partners's Vanguard Russell 1000 Growth ETF position peaked at $35K in Q2 2017.
  • 74 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2017.

Based on Isthmus Partners's 13F filing for Q3 2017, filed 2 Nov 2017.