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AJ Wealth Strategies’s Vanguard Russell 1000 ETF VONE Stock Holding History

AJ Wealth Strategies’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 		$1.48M Hold
7,319
– – 0.07% 108
2023
Q1 		$1.36M Sell
7,319
-1,411
-16% -$257K 0.07% 107
2022
Q4 		$1.52M Buy
+8,730
New +$1.53M 0.08% 103

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

AJ Wealth Strategies's VONE Position: Q2 2023 in Review

AJ Wealth Strategies held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2023 at 7,319 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #108.

AJ Wealth Strategies first reported a position in VONE in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.52M in Q4 2022. 240 funds tracked by Wall St. Rank hold VONE as of Q2 2023.

  • AJ Wealth Strategies held 7,319 shares of Vanguard Russell 1000 ETF worth $1.48M as of Q2 2023.
  • AJ Wealth Strategies left its Vanguard Russell 1000 ETF share count unchanged in Q2 2023.
  • Vanguard Russell 1000 ETF made up 0.07% of AJ Wealth Strategies's portfolio in Q2 2023, its #108 holding.
  • AJ Wealth Strategies first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 3 quarters since.
  • AJ Wealth Strategies's Vanguard Russell 1000 ETF position peaked at $1.52M in Q4 2022.
  • 240 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.