SVB Investment Services’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

SVB Investment Services’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 Q1	$971K	Sell	13,605 -5	-0%	-$351	0.6%	27
2021 Q4	$1.07M	Sell	13,610 -502	-4%	-$38.3K	0.71%	21
2021 Q3	$994K	Sell	14,112 -2,910	-17%	-$212K	0.66%	21
2021 Q2	$1.19M	Sell	17,022 -3,406	-17%	-$226K	0.79%	19
2021 Q1	$1.28M	Sell	20,428 -280	-1%	-$17.5K	1.02%	18
2020 Q4	$1.28M	Sell	20,708 -3,620	-15%	-$212K	1%	17
2020 Q3	$1.36M	Sell	24,328 -11,504	-32%	-$623K	1.15%	16
2020 Q2	$1.77M	Hold	35,832	–	–	1.62%	15
2020 Q1	$1.39M	Sell	35,832 -9,060	-20%	-$401K	1.2%	16
2019 Q4	$2.03M	Buy	+44,892	New	+$1.93M	1.92%	14

Other funds holding VONG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Investment Services's VONG Position: Q1 2022 in Review

SVB Investment Services reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.04% in Q1 2022, selling an estimated $351 and leaving 13,605 shares worth $971K. The position accounts for 0.6% of the portfolio, ranked #27.

SVB Investment Services first reported a position in VONG in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.03M in Q4 2019. 340 funds tracked by Wall St. Rank hold VONG as of Q1 2022.

SVB Investment Services held 13,605 shares of Vanguard Russell 1000 Growth ETF worth $971K as of Q1 2022.
SVB Investment Services sold 5 Vanguard Russell 1000 Growth ETF shares in Q1 2022, an estimated $351.
Vanguard Russell 1000 Growth ETF made up 0.6% of SVB Investment Services's portfolio in Q1 2022, its #27 holding.
SVB Investment Services first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's Vanguard Russell 1000 Growth ETF position peaked at $2.03M in Q4 2019.
340 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.