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JP Morgan Private Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$3.92M Sell
57,326
-3,699
-6% -$263K 0.01% 552
2023
Q2 		$4.32M Sell
61,025
-110,052
-64% -$7.2M 0.02% 369
2023
Q1 		$10.8M Sell
171,077
-357
-0.2% -$21.2K 0.02% 414
2022
Q4 		$9.45M Buy
171,434
+20,667
+14% +$1.17M 0.02% 427
2022
Q3 		$8.17M Buy
150,767
+5,167
+4% +$312K 0.02% 435
2022
Q2 		$8.19M Buy
145,600
+21,076
+17% +$1.3M 0.02% 452
2022
Q1 		$8.89M Buy
124,524
+18,072
+17% +$1.27M 0.02% 468
2021
Q4 		$8.36M Buy
106,452
+15,537
+17% +$1.18M 0.02% 478
2021
Q3 		$6.41M Buy
90,915
+3,046
+3% +$222K 0.02% 534
2021
Q2 		$6.13M Buy
87,869
+8,081
+10% +$536K 0.02% 532
2021
Q1 		$4.99M Sell
79,788
-2,164
-3% -$135K 0.02% 510
2020
Q4 		$5.08M Buy
81,952
+4,188
+5% +$245K 0.02% 481
2020
Q3 		$4.33M Buy
77,764
+3,948
+5% +$214K 0.02% 461
2020
Q2 		$3.64M Sell
73,816
-9,312
-11% -$422K 0.02% 431
2020
Q1 		$3.21M Buy
83,128
+50,632
+156% +$2.24M 0.02% 441
2019
Q4 		$1.47M Buy
32,496
+7,716
+31% +$331K 0.01% 676
2019
Q3 		$1.02M Buy
24,780
+1,540
+7% +$63.5K 0.01% 745
2019
Q2 		$943K Buy
23,240
+120
+0.5% +$4.77K 0.01% 774
2019
Q1 		$899K Buy
23,120
+120
+0.5% +$4.43K ﹤0.01% 831
2018
Q4 		$773K Buy
23,000
+1,680
+8% +$60.7K ﹤0.01% 835
2018
Q3 		$852K Buy
21,320
+248
+1% +$9.63K ﹤0.01% 878
2018
Q2 		$775K Sell
21,072
-19,332
-48% -$700K ﹤0.01% 856
2018
Q1 		$1.41M Buy
40,404
+772
+2% +$27.7K 0.01% 566
2017
Q4 		$1.37M Buy
39,632
+19,220
+94% +$646K 0.01% 583
2017
Q3 		$655K Buy
20,412
+1,204
+6% +$37.8K ﹤0.01% 754
2017
Q2 		$584K Buy
19,208
+4,448
+30% +$134K ﹤0.01% 789
2017
Q1 		$431K Buy
14,760
+6,920
+88% +$197K ﹤0.01% 916
2016
Q4 		$211K Hold
7,840
– – ﹤0.01% 1144
2016
Q3 		$209K Hold
7,840
– – ﹤0.01% 1132
2016
Q2 		$201K Buy
+7,840
New +$201K ﹤0.01% 1158

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

JP Morgan Private Wealth Advisors's VONG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 6.1% in Q3 2023, selling an estimated $263K and leaving 57,326 shares worth $3.92M. The position accounts for 0.01% of the portfolio, ranked #552.

JP Morgan Private Wealth Advisors first reported a position in VONG in Q2 2016 and has held it in 30 quarters since. The position peaked at $10.8M in Q1 2023. 471 funds tracked by Wall St. Rank hold VONG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 57,326 shares of Vanguard Russell 1000 Growth ETF worth $3.92M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,699 Vanguard Russell 1000 Growth ETF shares in Q3 2023, an estimated $263K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #552 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2016 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $10.8M in Q1 2023.
  • 471 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.