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Lake Street Private Wealth’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Lake Street Private Wealth’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
Q4 		– Sell
-4,029
Closed -$218K – 303
2022
Q3 		$218K Buy
+4,029
New +$244K 0.05% 251

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
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

Lake Street Private Wealth's VONG Position: Q4 2022 in Review

Lake Street Private Wealth sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2022, closing a stake of 4,029 shares — an estimated $218K sold.

Lake Street Private Wealth first reported a position in VONG in Q3 2022 and held it in 1 quarter. The position peaked at $218K in Q3 2022. 401 funds tracked by Wall St. Rank hold VONG as of Q4 2022.

  • Lake Street Private Wealth reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 4,029 Vanguard Russell 1000 Growth ETF shares in Q4 2022, an estimated $218K.
  • Lake Street Private Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2022 and held it in 1 quarter.
  • Lake Street Private Wealth's Vanguard Russell 1000 Growth ETF position peaked at $218K in Q3 2022.
  • 401 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2022.

Based on Lake Street Private Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.