Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AFG
Affinia Financial Group’s
Vanguard Russell 1000 ETF
VONE
Stock Holding History
Affinia Financial Group’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
2023
Q2
$234K
Hold
1,140
–
–
0.16%
32
2023
Q1
$214K
Hold
1,140
–
–
0.16%
33
2022
Q4
$203K
Buy
+1,140
New
+$200K
0.17%
30
2022
Q3
–
Sell
-1,140
Closed
-$202K
–
32
2022
Q2
$202K
Hold
1,140
–
–
0.17%
30
2022
Q1
$232K
Sell
1,140
-97
-8%
-$19.8K
0.18%
26
2021
Q4
$259K
Sell
1,237
-7
-0.6%
-$1.49K
0.17%
26
2021
Q3
$263K
Sell
1,244
-13
-1%
-$2.67K
0.17%
27
2021
Q2
$257K
Sell
1,257
-20
-2%
-$3.9K
0.15%
28
2021
Q1
$249K
Sell
1,277
-258
-17%
-$46.7K
0.16%
26
2020
Q4
$269K
Buy
1,535
+40
+3%
+$6.61K
0.19%
20
2020
Q3
$231K
Hold
1,495
–
–
0.16%
18
2020
Q2
$212K
Buy
+1,495
New
+$200K
0.18%
20
Other funds holding VONE
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
RCIM
Red Cedar Investment Management
Grand Rapids, Michigan
$965M AUM
30.25%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
DLIC
Daido Life Insurance Company
Osaka, Japan
$678M AUM
16.09%
1-Year Est. Return
APW
Austin Private Wealth
Austin, Texas
$1.33B AUM
17.75%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
WA
Waverly Advisors
Birmingham, Alabama
$13.3B AUM
18.56%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close