American Portfolios Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

American Portfolios Advisors’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
2022 Q3	$5.15K	Buy	32 +1	+3%	+$181	﹤0.01%	2804
2022 Q2	$5.39K	Sell	31 -781	-96%	-$146K	﹤0.01%	2801
2022 Q1	$168K	Buy	812 +2	+0.2%	+$408	0.01%	1248
2021 Q4	$177K	Buy	810 +6	+0.7%	+$1.28K	0.01%	1217
2021 Q3	$161K	Buy	804 +2	+0.2%	+$411	0.01%	1221
2021 Q2	$161K	Buy	802 +366	+84%	+$71.4K	0.01%	1214
2021 Q1	$80.8K	Hold	436	–	–	﹤0.01%	1405
2020 Q4	$76.4K	Buy	+436	New	+$72K	﹤0.01%	1260

Other funds holding VONE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Portfolios Advisors's VONE Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 3.2% in Q3 2022, buying an estimated $181 and bringing the position to 32 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

American Portfolios Advisors first reported a position in VONE in Q4 2020 and has held it in 8 quarters since. The position peaked at $177K in Q4 2021. 196 funds tracked by Wall St. Rank hold VONE as of Q3 2022.

American Portfolios Advisors held 32 shares of Vanguard Russell 1000 ETF worth $5.15K as of Q3 2022.
American Portfolios Advisors bought 1 Vanguard Russell 1000 ETF share in Q3 2022, an estimated $181.
Vanguard Russell 1000 ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2804 holding.
American Portfolios Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's Vanguard Russell 1000 ETF position peaked at $177K in Q4 2021.
196 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.