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

VitalStone Financial’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 Q3	$95.6K	Buy	990 +107	+12%	+$9.98K	0.07%	143
2024 Q2	$82.8K	Hold	883	–	–	0.06%	148
2024 Q1	$77K	Buy	883 +11	+1%	+$912	0.06%	149
2023 Q4	$68K	Buy	872 +444	+104%	+$32.3K	0.05%	135
2023 Q3	$31K	Buy	428 +4	+0.9%	+$284	0.03%	163
2023 Q2	$27K	Sell	424 -2,186	-84%	-$143K	0.02%	468
2023 Q1	$203K	Buy	2,610 +2,186	+516%	+$130K	0.17%	65
2022 Q4	$23K	Buy	+424	New	+$24K	0.02%	252

Other funds holding VONG

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VitalStone Financial's VONG Position: Q3 2024 in Review

VitalStone Financial increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 12% in Q3 2024, buying an estimated $9.98K and bringing the position to 990 shares worth $95.6K. The position accounts for 0.07% of the portfolio, ranked #143.

VitalStone Financial first reported a position in VONG in Q4 2022 and has held it in 8 quarters since. The position peaked at $203K in Q1 2023. 633 funds tracked by Wall St. Rank hold VONG as of Q3 2024.

VitalStone Financial held 990 shares of Vanguard Russell 1000 Growth ETF worth $95.6K as of Q3 2024.
VitalStone Financial bought 107 Vanguard Russell 1000 Growth ETF shares in Q3 2024, an estimated $9.98K.
Vanguard Russell 1000 Growth ETF made up 0.07% of VitalStone Financial's portfolio in Q3 2024, its #143 holding.
VitalStone Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Vanguard Russell 1000 Growth ETF position peaked at $203K in Q1 2023.
633 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.