Winslow Evans & Crocker’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Winslow Evans & Crocker’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	$36K	Buy	580 +320	+123%	+$18.7K	0.01%	664
2020 Q3	$14K	Hold	260	–	–	﹤0.01%	698
2020 Q2	$13K	Sell	260 -4	-2%	-$181	﹤0.01%	692
2020 Q1	$12K	Hold	264	–	–	﹤0.01%	680
2019 Q4	$12K	Hold	264	–	–	﹤0.01%	795
2019 Q3	$12K	Hold	264	–	–	﹤0.01%	778
2019 Q2	$12K	Hold	264	–	–	﹤0.01%	792
2019 Q1	$12K	Hold	264	–	–	﹤0.01%	788
2018 Q4	$10K	Hold	264	–	–	﹤0.01%	786
2018 Q3	$12K	Hold	264	–	–	﹤0.01%	779
2018 Q2	$10K	Hold	264	–	–	﹤0.01%	814
2018 Q1	$9.08K	Hold	264	–	–	﹤0.01%	807
2017 Q4	$8.97K	Hold	264	–	–	﹤0.01%	831
2017 Q3	$8.34K	Buy	264 +4	+2%	+$126	﹤0.01%	851
2017 Q2	$7.91K	Sell	260 -4	-2%	-$120	﹤0.01%	967
2017 Q1	$7.59K	Hold	264	–	–	﹤0.01%	948
2016 Q4	$6.99K	Hold	264	–	–	﹤0.01%	962
2016 Q3	$6.94K	Hold	264	–	–	﹤0.01%	989
2016 Q2	$6.66K	Buy	264 +4	+2%	+$102	﹤0.01%	973
2016 Q1	$6.66K	Sell	260 -4	-2%	-$97	﹤0.01%	964
2015 Q4	$6.63K	Hold	264	–	–	﹤0.01%	995
2015 Q3	$6.2K	Hold	264	–	–	﹤0.01%	983
2015 Q2	$6.58K	Hold	264	–	–	﹤0.01%	1023
2015 Q1	$6.6K	Hold	264	–	–	﹤0.01%	975
2014 Q4	$6.37K	Hold	264	–	–	﹤0.01%	986
2014 Q3	$6.13K	Buy	+264	New	+$6.21K	﹤0.01%	1021

Other funds holding VONG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Winslow Evans & Crocker's VONG Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 123% in Q4 2020, buying an estimated $18.7K and bringing the position to 580 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #664.

Winslow Evans & Crocker first reported a position in VONG in Q3 2014 and has held it in 26 quarters since. 251 funds tracked by Wall St. Rank hold VONG as of Q4 2020.

Winslow Evans & Crocker held 580 shares of Vanguard Russell 1000 Growth ETF worth $36K as of Q4 2020.
Winslow Evans & Crocker bought 320 Vanguard Russell 1000 Growth ETF shares in Q4 2020, an estimated $18.7K.
Vanguard Russell 1000 Growth ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #664 holding.
Winslow Evans & Crocker first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2014 and has held it in 26 quarters since.
251 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.