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

Pinion 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
Q4 		– Sell
-2,250
Closed -$217K – 167
2024
Q3 		$217K Buy
2,250
+37
+2% +$3.45K 0.09% 150
2024
Q2 		$208K Sell
2,213
-4,186
-65% -$368K 0.1% 139
2024
Q1 		$555K Buy
6,399
+3,064
+92% +$254K 0.29% 68
2023
Q4 		$260K Sell
3,335
-2,619
-44% -$191K 0.16% 126
2023
Q3 		$407K Buy
5,954
+87
+1% +$6.18K 0.26% 96
2023
Q2 		$415K Sell
5,867
-302
-5% -$19.8K 0.28% 93
2023
Q1 		$388K Sell
6,169
-184
-3% -$10.9K 0.36% 73
2022
Q4 		$350K Sell
6,353
-714
-10% -$40.4K 0.33% 81
2022
Q3 		$383K Sell
7,067
-2,015
-22% -$122K 0.33% 94
2022
Q2 		$511K Sell
9,082
-315
-3% -$19.5K 0.43% 76
2022
Q1 		$671K Buy
9,397
+233
+3% +$16.4K 0.47% 65
2021
Q4 		$720K Buy
9,164
+1,389
+18% +$106K 0.49% 63
2021
Q3 		$548K Buy
+7,775
New +$566K 0.44% 75

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinion Investment Advisors's VONG Position: Q4 2024 in Review

Pinion Investment Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2024, closing a stake of 2,250 shares — an estimated $217K sold.

Pinion Investment Advisors first reported a position in VONG in Q3 2021 and held it in 13 quarters. The position peaked at $720K in Q4 2021. 739 funds tracked by Wall St. Rank hold VONG as of Q4 2024.

  • Pinion Investment Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Pinion Investment Advisors sold 2,250 Vanguard Russell 1000 Growth ETF shares in Q4 2024, an estimated $217K.
  • Pinion Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2021 and held it in 13 quarters.
  • Pinion Investment Advisors's Vanguard Russell 1000 Growth ETF position peaked at $720K in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2024.

Based on Pinion Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.