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

Valeo 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
2021
Q2 		– Sell
-416
Closed -$26K – 1792
2021
Q1 		$26K Hold
416
– – ﹤0.01% 1084
2020
Q4 		$26K Hold
416
– – ﹤0.01% 968
2020
Q3 		$23K Hold
416
– – ﹤0.01% 892
2020
Q2 		$21K Buy
+416
New +$18.9K ﹤0.01% 1047

Other funds holding VONG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valeo Financial Advisors's VONG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2021, closing a stake of 416 shares — an estimated $26K sold.

Valeo Financial Advisors first reported a position in VONG in Q2 2020 and held it in 4 quarters. The position peaked at $26K in Q1 2021. 271 funds tracked by Wall St. Rank hold VONG as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 416 Vanguard Russell 1000 Growth ETF shares in Q2 2021, an estimated $26K.
  • Valeo Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's Vanguard Russell 1000 Growth ETF position peaked at $26K in Q1 2021.
  • 271 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.