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Strategic Financial Concepts’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-77,395
Closed -$862 – 728
2024
Q2 		$862 Buy
+77,395
New +$6.8M ﹤0.01% 619

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Strategic Financial Concepts's VONG Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2024, closing a stake of 77,395 shares — an estimated $862 sold.

Strategic Financial Concepts first reported a position in VONG in Q2 2024 and held it in 1 quarter. The position peaked at $862 in Q2 2024. 633 funds tracked by Wall St. Rank hold VONG as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 77,395 Vanguard Russell 1000 Growth ETF shares in Q3 2024, an estimated $862.
  • Strategic Financial Concepts first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Vanguard Russell 1000 Growth ETF position peaked at $862 in Q2 2024.
  • 633 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.