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Topel & Distasi Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Topel & Distasi Wealth Management’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 		– Sell
-49,400
Closed -$3.88M – 79
2021
Q4 		$3.88M Buy
+49,400
New +$3.77M 1.58% 22

Other funds holding VONG

TF
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
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Topel & Distasi Wealth Management's VONG Position: Q1 2022 in Review

Topel & Distasi Wealth Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2022, closing a stake of 49,400 shares — an estimated $3.88M sold.

Topel & Distasi Wealth Management first reported a position in VONG in Q4 2021 and held it in 1 quarter. The position peaked at $3.88M in Q4 2021. 340 funds tracked by Wall St. Rank hold VONG as of Q1 2022.

  • Topel & Distasi Wealth Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Topel & Distasi Wealth Management sold 49,400 Vanguard Russell 1000 Growth ETF shares in Q1 2022, an estimated $3.88M.
  • Topel & Distasi Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Topel & Distasi Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $3.88M in Q4 2021.
  • 340 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.