RCS
VONG icon

Retirement Capital Strategies’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Retirement Capital Strategies’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
-49,794
Closed -$3.88M – 82
2023
Q4 		$3.88M Buy
+49,794
New +$3.62M 1.68% 14

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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

Retirement Capital Strategies's VONG Position: Q1 2024 in Review

Retirement Capital Strategies sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2024, closing a stake of 49,794 shares — an estimated $3.88M sold.

Retirement Capital Strategies first reported a position in VONG in Q4 2023 and held it in 1 quarter. The position peaked at $3.88M in Q4 2023. 580 funds tracked by Wall St. Rank hold VONG as of Q1 2024.

  • Retirement Capital Strategies reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Retirement Capital Strategies sold 49,794 Vanguard Russell 1000 Growth ETF shares in Q1 2024, an estimated $3.88M.
  • Retirement Capital Strategies first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and held it in 1 quarter.
  • Retirement Capital Strategies's Vanguard Russell 1000 Growth ETF position peaked at $3.88M in Q4 2023.
  • 580 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2024.

Based on Retirement Capital Strategies's 13F filing for Q1 2024, filed 14 May 2024.