Wealthspire Advisors (Maryland)’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q1	–	Sell	-7,468	Closed	-$338K	–	514
2019 Q4	$338K	Buy	7,468 +1,932	+35%	+$82.9K	0.02%	348
2019 Q3	$227K	Sell	5,536 -1,132	-17%	-$46.7K	0.02%	409
2019 Q2	$270K	Buy	6,668 +4,528	+212%	+$180K	0.02%	377
2019 Q1	$83K	Hold	2,140	–	–	0.01%	708
2018 Q4	$72K	Buy	+2,140	New	+$77.3K	0.01%	719
2017 Q3	–	Sell	-2,000	Closed	-$61K	–	2474
2017 Q2	$61K	Buy	+2,000	New	+$60.2K	0.01%	879

Other funds holding VONG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VONG Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2020, closing a stake of 7,468 shares — an estimated $338K sold.

Wealthspire Advisors (Maryland) first reported a position in VONG in Q2 2017 and held it in 6 quarters. The position peaked at $338K in Q4 2019. 178 funds tracked by Wall St. Rank hold VONG as of Q1 2020.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 7,468 Vanguard Russell 1000 Growth ETF shares in Q1 2020, an estimated $338K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Russell 1000 Growth ETF position peaked at $338K in Q4 2019.
178 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.