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Retireful LLC’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Retireful LLC’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
Q3 		– Sell
-30,631
Closed -$2.17M – 128
2023
Q2 		$2.17M Buy
+30,631
New +$2M 0.82% 34
2022
Q2 		– Sell
-3,333
Closed -$211K – 18
2022
Q1 		$211K Buy
+3,333
New +$234K 5.07% 12

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retireful LLC's VONG Position: Q3 2023 in Review

Retireful LLC sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2023, closing a stake of 30,631 shares — an estimated $2.17M sold.

Retireful LLC first reported a position in VONG in Q1 2022 and held it in 2 quarters. The position peaked at $2.17M in Q2 2023. 471 funds tracked by Wall St. Rank hold VONG as of Q3 2023.

  • Retireful LLC reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Retireful LLC sold 30,631 Vanguard Russell 1000 Growth ETF shares in Q3 2023, an estimated $2.17M.
  • Retireful LLC first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and held it in 2 quarters.
  • Retireful LLC's Vanguard Russell 1000 Growth ETF position peaked at $2.17M in Q2 2023.
  • 471 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2023.

Based on Retireful LLC's 13F filing for Q3 2023, filed 5 Oct 2023.