SWS Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-400	Closed	-$14K	–	308
2018 Q1	$14K	Hold	400	–	–	0.01%	239
2017 Q4	$14K	Buy	+400	New	+$13.4K	0.01%	249

Other funds holding VONG

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return

SWS Partners's VONG Position: Q2 2018 in Review

SWS Partners sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2018, closing a stake of 400 shares — an estimated $14K sold.

SWS Partners first reported a position in VONG in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 116 funds tracked by Wall St. Rank hold VONG as of Q2 2018.

SWS Partners reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 400 Vanguard Russell 1000 Growth ETF shares in Q2 2018, an estimated $14K.
SWS Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2017 and held it in 2 quarters.
SWS Partners's Vanguard Russell 1000 Growth ETF position peaked at $14K in Q1 2018.
116 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.