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YorkBridge Wealth Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$15.1M Buy
273,764
+59,040
+27% +$3.34M 3.83% 4
2022
Q3 		$11.6M Buy
214,724
+210,232
+4,680% +$12.7M 3% 6
2022
Q2 		$253K Buy
+4,492
New +$277K 0.07% 231

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YorkBridge Wealth Partners's VONG Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 27% in Q4 2022, buying an estimated $3.34M and bringing the position to 273,764 shares worth $15.1M. The position accounts for 3.83% of the portfolio, ranked #4.

YorkBridge Wealth Partners first reported a position in VONG in Q2 2022 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold VONG as of Q4 2022.

  • YorkBridge Wealth Partners held 273,764 shares of Vanguard Russell 1000 Growth ETF worth $15.1M as of Q4 2022.
  • YorkBridge Wealth Partners bought 59,040 Vanguard Russell 1000 Growth ETF shares in Q4 2022, an estimated $3.34M.
  • Vanguard Russell 1000 Growth ETF made up 3.83% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #4 holding.
  • YorkBridge Wealth Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.