AIM
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Anchor Investment Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Anchor Investment Management’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
Q4 		– Sell
-1,560
Closed -$304K – 993
2023
Q3 		$304K Buy
+1,560
New +$316K 0.04% 288

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Anchor Investment Management's VONE Position: Q4 2023 in Review

Anchor Investment Management sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2023, closing a stake of 1,560 shares — an estimated $304K sold.

Anchor Investment Management first reported a position in VONE in Q3 2023 and held it in 1 quarter. The position peaked at $304K in Q3 2023. 264 funds tracked by Wall St. Rank hold VONE as of Q4 2023.

  • Anchor Investment Management reported no remaining Vanguard Russell 1000 ETF position as of Q4 2023 after selling out during the quarter.
  • Anchor Investment Management sold 1,560 Vanguard Russell 1000 ETF shares in Q4 2023, an estimated $304K.
  • Anchor Investment Management first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and held it in 1 quarter.
  • Anchor Investment Management's Vanguard Russell 1000 ETF position peaked at $304K in Q3 2023.
  • 264 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.