Kings Point Capital Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Kings Point Capital 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
2022 Q1	$1.31M	Hold	18,400	–	–	0.11%	94
2021 Q4	$1.45M	Hold	18,400	–	–	0.12%	94
2021 Q3	$1.3M	Hold	18,400	–	–	0.12%	94
2021 Q2	$1.28M	Hold	18,400	–	–	0.12%	100
2021 Q1	$1.15M	Hold	18,400	–	–	0.11%	101
2020 Q4	$1.14M	Hold	18,400	–	–	0.12%	100
2020 Q3	$1.02M	Hold	18,400	–	–	0.13%	97
2020 Q2	$908K	Hold	18,400	–	–	0.13%	97
2020 Q1	$712K	Buy	18,400 +6,000	+48%	+$266K	0.13%	93
2019 Q4	$561K	Buy	+12,400	New	+$532K	0.08%	117

Other funds holding VONG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kings Point Capital Management's VONG Position: Q1 2022 in Review

Kings Point Capital Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q1 2022 at 18,400 shares worth $1.31M. The position accounts for 0.11% of the portfolio, ranked #94.

Kings Point Capital Management first reported a position in VONG in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.45M in Q4 2021. 340 funds tracked by Wall St. Rank hold VONG as of Q1 2022.

Kings Point Capital Management held 18,400 shares of Vanguard Russell 1000 Growth ETF worth $1.31M as of Q1 2022.
Kings Point Capital Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q1 2022.
Vanguard Russell 1000 Growth ETF made up 0.11% of Kings Point Capital Management's portfolio in Q1 2022, its #94 holding.
Kings Point Capital Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and has held it in 10 quarters since.
Kings Point Capital Management's Vanguard Russell 1000 Growth ETF position peaked at $1.45M in Q4 2021.
340 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.