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Lion Street Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Lion Street 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
2024
Q2 		– Sell
-5,118
Closed -$399K – 282
2024
Q1 		$399K Hold
5,118
– – 0.16% 135
2023
Q4 		$399K Hold
5,118
– – 0.16% 135
2023
Q3 		$350K Buy
+5,118
New +$364K 0.11% 156

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Lion Street Advisors's VONG Position: Q2 2024 in Review

Lion Street Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2024, closing a stake of 5,118 shares — an estimated $399K sold.

Lion Street Advisors first reported a position in VONG in Q3 2023 and held it in 3 quarters. The position peaked at $399K in Q1 2024. 613 funds tracked by Wall St. Rank hold VONG as of Q2 2024.

  • Lion Street Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lion Street Advisors sold 5,118 Vanguard Russell 1000 Growth ETF shares in Q2 2024, an estimated $399K.
  • Lion Street Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2023 and held it in 3 quarters.
  • Lion Street Advisors's Vanguard Russell 1000 Growth ETF position peaked at $399K in Q1 2024.
  • 613 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2024.

Based on Lion Street Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.