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Stableford Capital II’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Stableford Capital II’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
Q2 		– Sell
-12,540
Closed -$691K – 151
2023
Q1 		$691K Buy
+12,540
New +$743K 0.49% 34

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stableford Capital II's VONG Position: Q2 2023 in Review

Stableford Capital II sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2023, closing a stake of 12,540 shares — an estimated $691K sold.

Stableford Capital II first reported a position in VONG in Q1 2023 and held it in 1 quarter. The position peaked at $691K in Q1 2023. 457 funds tracked by Wall St. Rank hold VONG as of Q2 2023.

  • Stableford Capital II reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Stableford Capital II sold 12,540 Vanguard Russell 1000 Growth ETF shares in Q2 2023, an estimated $691K.
  • Stableford Capital II first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2023 and held it in 1 quarter.
  • Stableford Capital II's Vanguard Russell 1000 Growth ETF position peaked at $691K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2023.

Based on Stableford Capital II's 13F filing for Q2 2023, filed 11 Aug 2023.