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US Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

US Financial Advisors’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
Q2 		– Sell
-3,367
Closed -$292K – 90
2024
Q1 		$292K Buy
3,367
+91
+3% +$7.55K 0.1% 64
2023
Q4 		$256K Buy
+3,276
New +$238K 0.1% 66
2023
Q1 		– Sell
-48,978
Closed -$2.7M – 73
2022
Q4 		$2.7M Buy
48,978
+3,546
+8% +$201K 1.35% 21
2022
Q3 		$2.46M Buy
45,432
+3,431
+8% +$207K 1.38% 21
2022
Q2 		$2.36M Buy
+42,001
New +$2.59M 1.33% 21

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

US Financial Advisors's VONG Position: Q2 2024 in Review

US Financial Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2024, closing a stake of 3,367 shares — an estimated $292K sold.

US Financial Advisors first reported a position in VONG in Q2 2022 and held it in 5 quarters. The position peaked at $2.7M in Q4 2022. 613 funds tracked by Wall St. Rank hold VONG as of Q2 2024.

  • US Financial Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • US Financial Advisors sold 3,367 Vanguard Russell 1000 Growth ETF shares in Q2 2024, an estimated $292K.
  • US Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and held it in 5 quarters.
  • US Financial Advisors's Vanguard Russell 1000 Growth ETF position peaked at $2.7M in Q4 2022.
  • 613 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2024.

Based on US Financial Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.