AWM
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Angeles Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Angeles Wealth 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
2022
Q4 		– Sell
-265
Closed -$43K – 230
2022
Q3 		$43K Buy
+265
New +$48.1K 0.01% 192

Other funds holding VONE

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Angeles Wealth Management's VONE Position: Q4 2022 in Review

Angeles Wealth Management sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2022, closing a stake of 265 shares — an estimated $43K sold.

Angeles Wealth Management first reported a position in VONE in Q3 2022 and held it in 1 quarter. The position peaked at $43K in Q3 2022. 214 funds tracked by Wall St. Rank hold VONE as of Q4 2022.

  • Angeles Wealth Management reported no remaining Vanguard Russell 1000 ETF position as of Q4 2022 after selling out during the quarter.
  • Angeles Wealth Management sold 265 Vanguard Russell 1000 ETF shares in Q4 2022, an estimated $43K.
  • Angeles Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q3 2022 and held it in 1 quarter.
  • Angeles Wealth Management's Vanguard Russell 1000 ETF position peaked at $43K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2022.

Based on Angeles Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.