Mountain Capital Investment Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Mountain Capital Investment 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 Q1	–	Sell	-3,141	Closed	-$243K	–	73
2023 Q4	$243K	Hold	3,141	–	–	0.08%	55
2023 Q3	$228K	Sell	3,141 -162	-5%	-$11.5K	0.09%	53
2023 Q2	$238K	Hold	3,303	–	–	0.09%	63
2023 Q1	$208K	Buy	+3,303	New	+$196K	0.09%	64
2022 Q3	–	Sell	-3,460	Closed	-$204K	–	88
2022 Q2	$204K	Hold	3,460	–	–	0.1%	73
2022 Q1	$234K	Sell	3,460 -85	-2%	-$5.97K	0.11%	85
2021 Q4	$268K	Buy	+3,545	New	+$270K	0.12%	108

Other funds holding VONG

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

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 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

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

Mountain Capital Investment Advisors's VONG Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2024, closing a stake of 3,141 shares — an estimated $243K sold.

Mountain Capital Investment Advisors first reported a position in VONG in Q4 2021 and held it in 7 quarters. The position peaked at $268K in Q4 2021. 580 funds tracked by Wall St. Rank hold VONG as of Q1 2024.

Mountain Capital Investment Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Mountain Capital Investment Advisors sold 3,141 Vanguard Russell 1000 Growth ETF shares in Q1 2024, an estimated $243K.
Mountain Capital Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2021 and held it in 7 quarters.
Mountain Capital Investment Advisors's Vanguard Russell 1000 Growth ETF position peaked at $268K in Q4 2021.
580 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.