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Wealth Advisory Solutions’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Wealth Advisory Solutions’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
Q3 		– Sell
-71,233
Closed -$4.01M – 161
2022
Q2 		$4.01M Buy
71,233
+268
+0.4% +$16.6K 0.99% 33
2022
Q1 		$5.06M Buy
+70,965
New +$4.98M 1.05% 33
2021
Q3 		$5.93M Buy
84,120
+4,718
+6% +$343K 1.32% 17
2021
Q2 		$5.54M Buy
+79,402
New +$5.27M 1.32% 18

Other funds holding VONG

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Advisory Solutions's VONG Position: Q3 2022 in Review

Wealth Advisory Solutions sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2022, closing a stake of 71,233 shares — an estimated $4.01M sold.

Wealth Advisory Solutions first reported a position in VONG in Q2 2021 and held it in 4 quarters. The position peaked at $5.93M in Q3 2021. 361 funds tracked by Wall St. Rank hold VONG as of Q3 2022.

  • Wealth Advisory Solutions reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Wealth Advisory Solutions sold 71,233 Vanguard Russell 1000 Growth ETF shares in Q3 2022, an estimated $4.01M.
  • Wealth Advisory Solutions first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2021 and held it in 4 quarters.
  • Wealth Advisory Solutions's Vanguard Russell 1000 Growth ETF position peaked at $5.93M in Q3 2021.
  • 361 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2022.

Based on Wealth Advisory Solutions's 13F filing for Q3 2022, filed 16 Nov 2022.