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Surevest’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Surevest’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
2022
Q3 		$667K Buy
12,304
+12,274
+40,913% +$742K 0.18% 109
2022
Q2 		$2K Buy
+30
New +$1.85K ﹤0.01% 438

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Surevest's VONG Position: Q3 2022 in Review

Surevest increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 40,913% in Q3 2022, buying an estimated $742K and bringing the position to 12,304 shares worth $667K. The position accounts for 0.18% of the portfolio, ranked #109.

Surevest first reported a position in VONG in Q2 2022 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold VONG as of Q3 2022.

  • Surevest held 12,304 shares of Vanguard Russell 1000 Growth ETF worth $667K as of Q3 2022.
  • Surevest bought 12,274 Vanguard Russell 1000 Growth ETF shares in Q3 2022, an estimated $742K.
  • Vanguard Russell 1000 Growth ETF made up 0.18% of Surevest's portfolio in Q3 2022, its #109 holding.
  • Surevest first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.