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Legacy Capital Group California’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-4,164
Closed -$285K – 317
2023
Q3 		$285K Buy
+4,164
New +$296K 0.12% 217

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Legacy Capital Group California's VONG Position: Q4 2023 in Review

Legacy Capital Group California sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2023, closing a stake of 4,164 shares — an estimated $285K sold.

Legacy Capital Group California first reported a position in VONG in Q3 2023 and held it in 1 quarter. The position peaked at $285K in Q3 2023. 542 funds tracked by Wall St. Rank hold VONG as of Q4 2023.

  • Legacy Capital Group California reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 4,164 Vanguard Russell 1000 Growth ETF shares in Q4 2023, an estimated $285K.
  • Legacy Capital Group California first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Vanguard Russell 1000 Growth ETF position peaked at $285K in Q3 2023.
  • 542 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.