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

WFG 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
2015
Q1 		– Sell
-300
Closed -$7K – 2098
2014
Q4 		$7K Buy
+300
New +$7.2K ﹤0.01% 1577

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WFG Advisors's VONG Position: Q1 2015 in Review

WFG Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2015, closing a stake of 300 shares — an estimated $7K sold.

WFG Advisors first reported a position in VONG in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 40 funds tracked by Wall St. Rank hold VONG as of Q1 2015.

  • WFG Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 300 Vanguard Russell 1000 Growth ETF shares in Q1 2015, an estimated $7K.
  • WFG Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2014 and held it in 1 quarter.
  • WFG Advisors's Vanguard Russell 1000 Growth ETF position peaked at $7K in Q4 2014.
  • 40 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.