Marshall Wace’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Marshall Wace’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 Q3	–	Sell	-27,585	Closed	-$2.59M	–	2990
2024 Q2	$2.59M	Sell	27,585 -132,920	-83%	-$11.7M	﹤0.01%	1248
2024 Q1	$13.9M	Buy	+160,505	New	+$13.3M	0.02%	635
2023 Q4	–	Sell	-114,413	Closed	-$7.83M	–	2643
2023 Q3	$7.83M	Buy	114,413 +81,614	+249%	+$5.8M	0.02%	724
2023 Q2	$2.32M	Buy	+32,799	New	+$2.15M	﹤0.01%	1327
2021 Q4	–	Sell	-5,637	Closed	-$397K	–	4309
2021 Q3	$397K	Buy	+5,637	New	+$410K	﹤0.01%	2511

Other funds holding VONG

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

SFA

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

Marshall Wace's VONG Position: Q3 2024 in Review

Marshall Wace sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2024, closing a stake of 27,585 shares — an estimated $2.59M sold.

Marshall Wace first reported a position in VONG in Q3 2021 and held it in 5 quarters. The position peaked at $13.9M in Q1 2024. 633 funds tracked by Wall St. Rank hold VONG as of Q3 2024.

Marshall Wace reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
Marshall Wace sold 27,585 Vanguard Russell 1000 Growth ETF shares in Q3 2024, an estimated $2.59M.
Marshall Wace first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2021 and held it in 5 quarters.
Marshall Wace's Vanguard Russell 1000 Growth ETF position peaked at $13.9M in Q1 2024.
633 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2024.

Based on Marshall Wace's 13F filing for Q3 2024, filed 14 Nov 2024.