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Jamison Private Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Jamison Private Wealth Management’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
2024
Q4 		– Sell
-815
Closed -$78.7K – 471
2024
Q3 		$78.7K Hold
815
– – 0.01% 233
2024
Q2 		$76.5K Hold
815
– – 0.01% 229
2024
Q1 		$70.6K Buy
+815
New +$67.6K 0.01% 239

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jamison Private Wealth Management's VONG Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2024, closing a stake of 815 shares — an estimated $78.7K sold.

Jamison Private Wealth Management first reported a position in VONG in Q1 2024 and held it in 3 quarters. The position peaked at $78.7K in Q3 2024. 739 funds tracked by Wall St. Rank hold VONG as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 815 Vanguard Russell 1000 Growth ETF shares in Q4 2024, an estimated $78.7K.
  • Jamison Private Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $78.7K in Q3 2024.
  • 739 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.