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

Wellspring 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
2020
Q4 		– Sell
-4,220
Closed -$235K – 99
2020
Q3 		$235K Sell
4,220
-244
-5% -$13.2K 0.09% 78
2020
Q2 		$220K Buy
+4,464
New +$202K 0.09% 80

Other funds holding VONG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wellspring Financial Advisors's VONG Position: Q4 2020 in Review

Wellspring Financial Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2020, closing a stake of 4,220 shares — an estimated $235K sold.

Wellspring Financial Advisors first reported a position in VONG in Q2 2020 and held it in 2 quarters. The position peaked at $235K in Q3 2020. 251 funds tracked by Wall St. Rank hold VONG as of Q4 2020.

  • Wellspring Financial Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Wellspring Financial Advisors sold 4,220 Vanguard Russell 1000 Growth ETF shares in Q4 2020, an estimated $235K.
  • Wellspring Financial Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2020 and held it in 2 quarters.
  • Wellspring Financial Advisors's Vanguard Russell 1000 Growth ETF position peaked at $235K in Q3 2020.
  • 251 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2020.

Based on Wellspring Financial Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.