NYLIM
VONG icon

New York Life Investment Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

New York Life Investment Management’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
Q2 		– Sell
-36,172
Closed -$2.27M – 1361
2023
Q1 		$2.27M Sell
36,172
-2,819
-7% -$167K 0.03% 484
2022
Q4 		$2.15M Buy
38,991
+5,995
+18% +$339K 0.02% 496
2022
Q3 		$1.79M Buy
32,996
+6,697
+25% +$405K 0.02% 535
2022
Q2 		$1.48M Buy
+26,299
New +$1.62M 0.02% 561

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New York Life Investment Management's VONG Position: Q2 2023 in Review

New York Life Investment Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2023, closing a stake of 36,172 shares — an estimated $2.27M sold.

New York Life Investment Management first reported a position in VONG in Q2 2022 and held it in 4 quarters. The position peaked at $2.27M in Q1 2023. 457 funds tracked by Wall St. Rank hold VONG as of Q2 2023.

  • New York Life Investment Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • New York Life Investment Management sold 36,172 Vanguard Russell 1000 Growth ETF shares in Q2 2023, an estimated $2.27M.
  • New York Life Investment Management first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and held it in 4 quarters.
  • New York Life Investment Management's Vanguard Russell 1000 Growth ETF position peaked at $2.27M in Q1 2023.
  • 457 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2023.

Based on New York Life Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.