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Robert N. Shapiro’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Robert N. Shapiro’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
2013
Q4 		– Sell
-6,948
Closed -$139K – 913
2013
Q3 		$139K Hold
6,948
– – 0.02% 334
2013
Q2 		$129K Buy
+6,948
New +$131K 0.03% 332

Other funds holding VONG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Robert N. Shapiro's VONG Position: Q4 2013 in Review

Robert N. Shapiro sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2013, closing a stake of 6,948 shares — an estimated $139K sold.

Robert N. Shapiro first reported a position in VONG in Q2 2013 and held it in 2 quarters. The position peaked at $139K in Q3 2013. 22 funds tracked by Wall St. Rank hold VONG as of Q4 2013.

  • Robert N. Shapiro reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 6,948 Vanguard Russell 1000 Growth ETF shares in Q4 2013, an estimated $139K.
  • Robert N. Shapiro first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2013 and held it in 2 quarters.
  • Robert N. Shapiro's Vanguard Russell 1000 Growth ETF position peaked at $139K in Q3 2013.
  • 22 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.