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

Personal Capital 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
2021 Q2	–	Sell	-3,836	Closed	-$240K	–	506
2021 Q1	$240K	Buy	3,836 +256	+7%	+$16K	﹤0.01%	432
2020 Q4	$222K	Buy	+3,580	New	+$210K	﹤0.01%	430
2020 Q1	–	Sell	-6,000	Closed	-$271K	–	408
2019 Q4	$271K	Hold	6,000	–	–	﹤0.01%	345
2019 Q3	$246K	Buy	+6,000	New	+$247K	﹤0.01%	320
2019 Q2	–	Sell	-6,000	Closed	-$233K	–	343
2019 Q1	$233K	Buy	+6,000	New	+$221K	﹤0.01%	300

Other funds holding VONG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

SFA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Personal Capital Advisors's VONG Position: Q2 2021 in Review

Personal Capital Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2021, closing a stake of 3,836 shares — an estimated $240K sold.

Personal Capital Advisors first reported a position in VONG in Q1 2019 and held it in 5 quarters. The position peaked at $271K in Q4 2019. 271 funds tracked by Wall St. Rank hold VONG as of Q2 2021.

Personal Capital Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Personal Capital Advisors sold 3,836 Vanguard Russell 1000 Growth ETF shares in Q2 2021, an estimated $240K.
Personal Capital Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2019 and held it in 5 quarters.
Personal Capital Advisors's Vanguard Russell 1000 Growth ETF position peaked at $271K in Q4 2019.
271 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2021.

Based on Personal Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.