A
VONE icon

AdvicePeriod’s Vanguard Russell 1000 ETF VONE Stock Holding History

AdvicePeriod’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$2.62M Buy
13,056
+4,417
+51% +$862K 0.17% 53
2021
Q1 		$1.6M Buy
8,639
+2,501
+41% +$453K 0.11% 56
2020
Q4 		$1.07M Buy
6,138
+4,358
+245% +$720K 0.08% 62
2020
Q3 		$276K Buy
+1,780
New +$272K 0.03% 77

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AdvicePeriod's VONE Position: Q2 2021 in Review

AdvicePeriod increased its Vanguard Russell 1000 ETF (VONE) stake by 51% in Q2 2021, buying an estimated $862K and bringing the position to 13,056 shares worth $2.62M. The position accounts for 0.17% of the portfolio, ranked #53.

AdvicePeriod first reported a position in VONE in Q3 2020 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold VONE as of Q2 2021.

  • AdvicePeriod held 13,056 shares of Vanguard Russell 1000 ETF worth $2.62M as of Q2 2021.
  • AdvicePeriod bought 4,417 Vanguard Russell 1000 ETF shares in Q2 2021, an estimated $862K.
  • Vanguard Russell 1000 ETF made up 0.17% of AdvicePeriod's portfolio in Q2 2021, its #53 holding.
  • AdvicePeriod first reported a position in Vanguard Russell 1000 ETF in Q3 2020 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.