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VONG icon

Veritable’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Veritable’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
2023
Q3 		– Sell
-26,722
Closed -$1.89M – 788
2023
Q2 		$1.89M Sell
26,722
-5,320
-17% -$348K 0.03% 255
2023
Q1 		$2.02M Buy
32,042
+685
+2% +$40.6K 0.03% 237
2022
Q4 		$1.73M Buy
31,357
+22,357
+248% +$1.26M 0.03% 261
2022
Q3 		$488K Sell
9,000
-31,850
-78% -$1.93M 0.01% 497
2022
Q2 		$2.3M Sell
40,850
-11,890
-23% -$734K 0.04% 221
2022
Q1 		$3.76M Buy
52,740
+32,290
+158% +$2.27M 0.06% 170
2021
Q4 		$1.61M Buy
20,450
+4,290
+27% +$327K 0.02% 301
2021
Q3 		$1.14M Buy
+16,160
New +$1.18M 0.02% 352

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return